Potomac Advisory Group Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Potomac Advisory Group is a small financial services firm based in Bethesda, Maryland. It frames its client relationships as partnerships, seeking to provide close, personal attention backed by professional training and financial expertise. Its service scope includes income tax preparation for individuals, trusts, businesses, and non-profits, as well as payroll and bookkeeping, cost segregation analysis, IRS and state audit representation, financial services, and startup support for new ventures. The firm operates within the financial services industry and delivers its offerings through affiliated entities: securities and investment advisory services are provided via Avantax Investment Services and Avantax Advisory Services, with insurance services through an Avantax-affiliated agency. Geographically, it serves the Bethesda–DC metropolitan area, including Arlington and Frederick. Additionally, the organization highlights ongoing professional education, investment in technology, and broad business relationships as core components of its approach.

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