Providing honest, unbiased financial advice and investment management to help people meet their financial goals. We are fiduciaries, we act in our client's best interests.

Potter Financial Solutions, Inc. is a Colorado registered investment advisor .

Welcome to our website, where existing clients can access their accounts (by clicking on Access Your Accounts), and potential clients can learm about our firm and the benefits of using our services. 

We believe very strongly in financial education.  Both existing clients and potential clients can improve their financial literacy by taking advantage of the wealth of information found on this website in the form of newsletter articles, calculators, E-Seminars, and research reports.  In addition, you may use our website to get easy access to market performance data including quotes on stocks.

We hope you see the value of working with skilled professionals to pursue your financial goals.

Please take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.