Potomac Financial Group

EST. AUM
$750,000,000

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Firm Details

Metro area Washington, DC
CRD Number 166534
Website potomacfinancialgroup.com
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Overview

Potomac Financial Group is a Maryland-based independent wealth management practice led by Managing Partner Todd Wike, serving clients for more than 40 years. In July 2026 the firm partnered with Concurrent to transition to independence through Concurrent's minority-investment platform.

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See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Potomac Financial Group

Platform Details

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