Our Mission Statement

Potocsny Financial Group LLC’s mission is to assist clients filter out the financial noise and multitude of investment options to provide clear, objective, statistically driven fiduciary financial advice.  Potocsny Financial Group draws on over 30 years of industry experience to assist our clients with acquiring, building, protecting, and transferring comprehensive wealth.

The four pillars of our practice are:

  • Client Advocate Driven
  • Financial Planning Based
  • Risk Management Focused
  • Diversified Investment Strategy & Opportunities

We want to be engaged with long-term generational friendships and serve as trusted advisors and advocates for our clients. 

What our clients receive is an advisor with their best interests at heart, quality financial guidance and a resource for objective information and assistance.