Planning for a secure and happy tomorrow, while fulfilling your needs for today is a careful balancing act and an ongoing challenge. Whether it’s preparing for the birth of a child, financing a college education or planning for retirement, you want to make sure you’re on the right path. Potomac Financial Group (PFG), a premier financial planning and wealth management group, is committed to helping its clients do just that. Their mission is to provide their clients and families with a high level of care and personalized solutions to help them achieve confidence and financial freedom.
Todd M. Wike, Managing Partner and CERTIFIED FINANCIAL PLANNER® at PFG, asserts, “Our brand is all about ‘Finding your Freedom’- it’s not about building the biggest nest egg we can while putting everything else to the side in our pursuit of that nest egg. Certainly, investment returns are important, and we focus on them, but ‘Finding your Freedom’ is about living your life and planning your future in a way that leads you to your desired destination without the burden of worrying about your money.”
A Culture of Care and Loyalty
Established in 1973, PFG has made tremendous progress in devising and implementing financial plans and building a loyal customer base. Todd Wike, a formal NFL player, joined the business in 2005 as a part of a long-term succession plan and found a true passion in this work. Even if it’s a stressful job to manage someone’s wealth, Todd finds it rather rewarding and fulfilling.
He shares, “Our founder, Larry Grabenstein, began his working career as a high school teacher, and many of his initial clients were teachers. 40+ years later, and they are still our clients, and we have helped them successfully transition into retirement.” According to Todd, the best part is the leadership position he and his team hold as a financial fiduciary for advisory relationships and looking out for their client’s best interests, as it allows them to effectively guide each in areas that may seem intimidating to them.
PFG is headquartered in Calverton, Maryland, between Baltimore and Washington, DC, and has additional offices in Ellicott City, MD, and Leonardtown, MD. Their success in offering clients a high level of care and personalized solutions has been growing steadily through word-of-mouth and referrals from delighted customers.
Todd explains, “We don’t do seminars or free lunches/dinners or anything like that to try and generate new business. It’s always been our philosophy to take great care of our clients – to treat them better and care for them more than any other business they encounter in their daily lives. Naturally, they’ll want to talk about us and tell their family and friends about the relationship that we have with them.”