Location: Rockville, MD
Specialty: Financial planning
Mark Avallone, MBA, CFP, CRPS
Potomac Wealth Advisors, LLC is an independent firm that helps clients navigate wealth management challenges. The firm’s mission is to provide attentive, personalized service. Mark Avallone, president of Potomac Wealth Advisors, integrates financial planning with asset management and wealth preservation. Being independent allows Avallone the flexibility to access a variety of the world’s leading money managers. Avallone has an MBA in finance, and is a Certified Financial Planner and Chartered Retirement Plan Specialist. Avallone’s approach to each client is called “What is Your Unique Formula?” The trademarked formula pays off for Avallone’s clients, as is evidenced by his 99-percent client retention rate.
QUICK TIP: “Gain agreement on next step[s].”
Avallone has grown and maintained business relationships by authoring white papers, conducting workshops, and appearing in local radio and print. He has impacted both his business and his community through his efforts with the Boys and Girls Club of Greater Washington. While serving as the director for the club, Avallone brought community businesses and civic leaders together to fund a new gymnasium that now serves hundreds of kids. He was also director of the Manna Food Center, which provides food to underprivileged families.