Helping Clients Grow &
Protect Wealth Since 1985

Wealth Management Services

As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. By talking with you about your life and your goals, advisors at the Potter Financial Group can help you navigate your financial journey.

Our 5 step process makes sure your plan is on track by ensuring that your financial world is organized, easy to understand and always accessible to you. We organize all of your personal and family financial information in one place. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.


Evaluation of a portfolio takes time, experience and wisdom. It requires an assessment of your unique goals, objectives, risk tolerance and timeframe. As seasoned independent investment advisors, our investment management decisions are guided by the following beliefs:

Our Investment Beliefs:

  • The long run is more important than the short run.
  • Diversification also means blending different manager styles who can navigate different market environments.
  • Commit to an investment strategy, but don’t fall in love. A flexible approach is not just convenient, it’s mandatory.
  • Don’t just invest in the market; Invest in a system, process and good advice.
  • If it sounds too good to be true, it probably is.


Goals are reached not only by accumulating wealth but by insuring their completion even if things don’t go as planned. Managing risk involves a good defensive plan and monitors solid insurance strategies in areas such as life, disability, health, long term care, property and casualty and liability.

Watch a demo of our wealth management platform.

Regardless of where you are in life, let The Potter Financial Group navigate your life’s financial journey. 

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