Our Mission Statement

The Mission of Potter Financial Solutions is to deliver honest, unbiased financial advice and investment management, as a fiduciary, where decisions are based on what is best for the client and their financial goals.  We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  As a registered investment advisor, we are legally bound to be a fiduciary, acting in your best interest.   

We provide personalized service, monitoring and managing of accounts, and regular reporting of progress toward meeting our clients' goals.