About Potomac Advisory Group

Potomac Advisory Group is an independent financial services firm that assists clients in securing their financial future. They provide comprehensive wealth management, including tax, finance, and insurance services, with the goal of helping clients live their best life. The firm is praised for its responsive, knowledgeable, and transparent approach, as well as its ability to provide strategic tax advice that saves clients money. Clients highlight the firm's commitment to serving their best interests and acting as a trusted financial compass. Overall, Potomac Advisory Group is recognized as a reliable and valuable resource for navigating complex financial matters.

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Reviews for Potomac Advisory Group

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Mar 2023
Hans Hoffmeyer is the best! I highly recommend him for all your tax preparation help and needs. He's responsive, savvy and well versed in his field. I felt supported throughout my entire tax process and he's even helping me rebuild my credit. I liked his transparency and knew he had my best interests in mind. I will work with Hans from here on out!
Mar 2022
This company was very prompt with communications, always got back to us timely, answered numerous questions. Our taxes were a bit more complicated than usual and Kevin was able to answer all our questions and discuss various options and implications. We will definitely be using them to file for the coming years and have recommended them to our friends.
Mar 2022
Kevin saved me and my partner thousands of dollars through strategic tax advice that we would never have thought of ourselves...on the first visit, and especially compared with the advice of my previous tax adviser at Dominion. I'm so pleased.