Potomac Financial Group Partners with Concurrent to Launch Independent RIA

Business Wire· July 8, 2026

Potomac Financial Group has announced a partnership with Concurrent to facilitate the launch of its own independent Registered Investment Advisor (RIA). This transition allows the firm to move toward a more autonomous business model while leveraging Concurrent’s specialized platform and support services. Within the wealth management sector, this move reflects the broader industry trend of advisory teams seeking independence to enhance their operational flexibility and client service capabilities.

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