Potter Financial Group

Our Story

At the Potter Financial Group, we've been helping clients grow and protect their wealth for over three decades. Founded in 1985 by Charlie Potter, our firm has always been built on a foundation of values and principles that prioritize our clients' best interests. We believe that building long-term relationships is crucial to delivering exceptional service and achieving our clients' financial goals.

Our Approach

As a fiduciary, we are entrusted with our clients' financial well-being and trust. We take this responsibility seriously, and our unique process is designed to provide a comprehensive view of your financial situation. Our team of credentialed advisors and professionals work together to develop a personalized plan that aligns with your goals and values. We believe that every client deserves expert guidance, and we take the time to educate and empower our clients to make informed decisions about their financial future.

Our Services

At the Potter Financial Group, we offer a range of services designed to help you achieve your financial goals. Our services include:

Wealth Management: We create customized investment portfolios that help you grow your wealth and achieve your financial objectives.

Retirement Planning: Whether you're planning for retirement or already in retirement, we help you create a sustainable income strategy that ensures your lifestyle is protected.

Insurance Planning: We help you protect your assets and loved ones with our expert insurance planning services.

Physicians for Caregivers: We understand the unique challenges that physicians and caregivers face, and we offer specialized financial planning services to help you navigate these complex situations.

Communications: We believe that clear and open communication is crucial to building trust and achieving success. We take the time to listen to your concerns and provide transparent guidance on your financial situation.

Our Expertise

Our team is composed of experienced professionals who have a deep understanding of the financial industry. Our credentials include:

Anna Hays: JD, LLM, Advanced Planning Consultant

Charlie Potter: CLU, ChFC, Founder

We pride ourselves on our commitment to excellence and client service. Our team's combined expertise and knowledge ensure that you receive personalized guidance and tailored solutions that meet your unique needs.

Why Choose Us

At the Potter Financial Group, we're dedicated to helping you achieve your financial goals and live a life that resonates with your values. We believe that building long-term relationships is crucial to delivering exceptional service and achieving our clients' financial goals.