Family Wealth Report
Potomac Financial Group Shifts To Concurrent Platform
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The wealth management firm – more than four decades' old – was previously affiliated with Raymond James.
Potomac Financial Group, which looks after more than $750 million in client money, has taken a step toward independence by partnering with Concurrent Investment Advisors. Potomac, founded more than 40 years ago, was previously affiliated with Raymond James.
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Following the shift, Potomac will operate through Concurrent’s platform and strategic minority investment model. Concurrent, headquartered in Tampa, Florida, said in a statement yesterday:
“Concurrent's platform gives us the operational support and resources to help us spend less time managing the business and more time guiding our clients through retirement with confidence,” Wike said.
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Potomac is led by managing partner Todd Wike, who is joined by advisors Lanta Evans, Kevin Pinto, Deborah Kelly, Brian Krawiec, Bradley Schell, Gregory Wilkinson, and support staff.
Concurrent, which has a custodial relationship with Fidelity Institutional Wealth Management Services, is backed by Merchant Investment Management.
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