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Our Firm

Who Are We?

Potomac Financial Group was founded by James P. Ruth, CFP^® in 1983 as a small independent financial services firm. Our mission was to offer highly personalized retirement and investment services in combination with innovative technology to successful individuals, business executives and retirees. Over twenty years later, the mission remains the same, with technology advances allowing PFG to remain a boutique firm, yet still offer all the capabilities of a major Wall Street firm. We are licensed to do business in 18 states and the District of Columbia.

What Do We Do?

Our objective is to play a large role and have a significant impact in the financial lives of a small group of active clients. We do this by offering comprehensive retirement planning and asset management services:

Retirement Planning – Our analysis and modeling helps clients project their “inflation adjusted” retirement income needs. Based on our clients’ goals and objectives, we also determine their break-even rate of return – the return required for their investment nest egg to last as long as they do.
Asset Management – After discovering our clients’ tolerance for risk, we build individually designed investment portfolios using stocks, bonds, mutual funds and exchange traded funds. We also offer the customized services of institutional portfolio managers.

How Are We Compensated?

We are compensated for our services with a fee that is determined by the scope of the retirement planning services provided or the assets under management (or both). Certain insurance products and mutual funds are offered on a commission basis.

INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Potomac Financial Group. Securities, advisory services, and certain insurance products are offered through INVEST, a federally registered Investment Advisor, and affiliated insurance agencies.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.