Broker Check

Helping Clients Grow &
Protect Wealth Since 1985


The Potter Financial Group: 

Helping Physicians Maintain A Healthy Financial Life

The Potter Financial Group has been working with physicians since 1985.  We truly understand the very specific financial needs and challenges faced by physicians through all stages of their careers, both individually and in group medical practices.

 MD Preferred Professional Services Program.

Our thirty-five plus years of experience is one of the reasons our firm has been invited to be a financial advisor for the MD Preferred Professional Services Program.

We look at:

  • Developing sound asset protection strategies.
  • Reducing personal and/or practice income, and estate taxes.
  • Maximizing retirement income by taking full advantage of your retirement options including maximizing employee benefits (Pension/401(k) plans, IRA, ORP, 404(b), Roth 401(k), 457(b)).
  • Planning for business succession and/or exit strategies.
  • Minimizing health care costs.
  • Maximizing investment returns while reducing risk.
  • Protecting family income in the event of death or disability.




If you’re looking for an independent firm with the proper credentials and experience, please contact us at

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