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The Potter Financial Group

Tel: 919-383-7421
1816 Front Street
Suite 220
Durham, North Carolina  27705
The Potter Financial Group | Financial Advisor in Durham,North Carolina

About The Potter Financial Group

It has always been about our clients. In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group. We see ourselves as partners to our clients. It is our role to educate and ensure that our clients understand each and every recommendation we make to them. We enter every client relationship from a holistic financial planning perspective first. As credentialed advisors and professionals, we have specialized knowledge of the fiduciary standard and work in our clients best interests. As Managing Partner, I want to make sure that these are the values that all of us live by as we have grown into a top independent financial services firm. They are the principles that continue to guide us as we help clients, their families and their businesses reach, not just their future goals, but live a life resonant with experiences in the present. We feel so strongly that we have created a Client Bi


General Information

Year Established:   1985
Services:   FINANCIAL PLANNING, DISTRIBUTION PLANNING, INVESTMENT MANAGEMENT, RISK MANAGEMENT

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM



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