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Potomac Financial Consultants joins Kestra Financial

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Kestra Financial, an industry-leading independent advisor platform, has added Potomac Financial Consultants, a boutique, independent financial services firm with a history spanning over three decades.

Located in the metropolitan DC area, Potomac Financial Consultants is led by President Michelle Bender, CFP, AIF, a 20-year veteran of the financial and asset management industry. The professionals of Potomac collectively oversee approximately USD245 million in assets under management.
 
“In order to grow my firm, I need a partner with the resources and scale to support my goals. Kestra Financial’s top-notch business consulting, next-generation technology and practice enrichment are exactly what my firm needs to support our goals,” says Bender. “As client needs continue to rapidly evolve, I feel confident our partnership with Kestra Financial will help me to continue to deliver personalised, best-in-breed service while expanding my business.”
 
Potomac’s personnel provide specialised advisory services, including portfolio management, retirement planning and insurance consulting. In addition, they help small business owners design and manage their company’s defined contribution plans.
 
“Potomac Financial Consultants was looking for a partner who understands the ever-changing advisory industry and the dynamic nature of technology,” says James Poer, CEO of Kestra Financial. “We are proud to empower Michelle and her sophisticated team by offering them a boutique experience, on-call business consultants and the resources needed to provide excellent client service while simultaneously growing.”
 
Before joining Kestra Financial, Potomac was associated with INVEST Financial Corporation.

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