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Helping Clients Grow &
Protect Wealth Since 1985

Our Values and History

Learn more about our team, our services, values and history. Download our firm brochure. Click Here: New Firm Brochure

It has always been about our clients.  In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group.

  • We see ourselves as partners to our clients.
  • It is our role to educate and ensure that our clients understand each and every recommendation we make to them.
  • We enter every client relationship from a holistic financial planning perspective first. 
  • As credentialed advisors and professionals, we have specialized knowledge of the fiduciary standard and work in our clients’ best interests. 

As president, I want to make sure that these are the values that all of us live by as we have grown as an independent financial services firm.  They are the principles that continue to guide us as we help clients, their families and their businesses reach, not just their future goals, but live a life resonant with experiences in the present.  We feel so strongly that we have created a Client Bill of Rights that embodies our values and ethics.

The Potter Financial Group, dedicated to you.

Chip Roe, President