Helping Clients Grow &
Protect Wealth Since 1985
See What We Mean
Enjoy the Journey & The Destination
Keeping You Financially Healthy
"The closest thing to being cared for is to care for someone else."
- Carson McCullers
A Commitment to excellence and client service since 1985
Fees, products, resources: all disclosed and made clear
Technology designed to simplify and organize your financial life.
Learn About Riskalyze to Determine Your Risk Tolerance
Is Your Nest Egg Getting the Attention It Needs?
Riskalyze technology allows us to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions.By aligning your portfolio with a risk tolerance number that more accurately reflects your thinking, we are better positioned to keep you moving comfortably toward your financial goals. It is a marker for us to be able to stay ahead of the curve when the markets are more volatile.
The Potter Financial Group is proud to be a Gold Sponsor of the April 2021 Caregivers Summit focused on “The Business of Caregiving.” Hosted by Transitions LifeCare, the annual Caregivers Summit provides education, resources and networking opportunities to family caregivers and care providers.To learn more or to register for this free event,
Click here: http://caregiverssummit.org/
The Potter Financial Group is a proud sponsor of
Durham Blues & Brews Festival
The Exchange Family Center
The Urban Ministries of Durham
Families Moving Forward
Transitions LifeCare: CAREGIVERS SUMMIT