Broker Check

Helping Clients Grow &
Protect Wealth Since 1985

Rooted In Community

The Potter Financial Group is a Gold Sponsor of the April 2021 Caregivers Summit.  Hosted by Transitions LifeCare, the Caregivers Summit provides education and resources to family caregivers.To learn more go to and

Durham Blues & Brews Festival – Since 2015 this Durham festival has provided over $157,000 to local Durham charities and programs.

Swing Pals – Provides life lesson support to disadvantaged middle and high school age children through the game of golf.

The Exchange Family Center – Dedicated to making children’s lives better by providing the tools and techniques to reduce the causes and triggers of child abuse.

The Urban Ministries of Durham – Annually provides food and shelter to over 6,000 men, women and children.

Families Moving Forward - Helping families in the crisis of homelessness find their way home.