The move adds seven advisers from the Maryland-based firm, which oversees more than US$750m in client assets.
Potomac Financial Group (Potomac), a Maryland-based financial planning and wealth management firm, has partnered with Concurrent Investment Advisors (Concurrent), a Florida-headquartered independent registered investment adviser (RIA) platform, to launch a new advisory entity. Potomac was previously affiliated with Raymond James Financial Services Potomac is led by Todd Wike, who serves as managing partner. The firm has served clients for over 40 years, offering retirement planning and wealt