Mark Avallone of Potomac Wealth Advisors Named to Financial Times' Top 401 Retirement Plan Advisers List
Avallone Recognized as a Top Retirement Plan Adviser in Experience, Plan Participation Rates, Business Growth, and Technical Knowledge
(firmenpresse) - ROCKVILLE, MD -- (Marketwired) -- 06/17/15 -- , an independent financial advisory firm headquartered in Maryland, today announced that The Financial Times (FT) has recognized the Company's Founder and President, Mark Avallone, as a Top 401 Retirement Plan Adviser. The Financial Times Top 401 Retirement Plan Advisors (FT401) is an independent listing produced by the FT (May 2015). The FT401 list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans and is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT's research. Advisers were graded on DC plan assets under management, DC plan assets as a percentage of overall AUM, growth in DC plan AUM, growth in DC plans advised, DC plan employee participation, professional designations, experience, and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
The FT vetted US advisers from both the largest brokerages and independent firms like Potomac. Of the 16 Maryland advisers listed, only 5 advisers were from independent firms. Potomac Wealth Advisors is able to stand out among advisers from the largest brokerages because of their technical knowledge, industry experience, and personal approach to client relations.
"It's an honor to be included in the inaugural edition of this prestigious list," said Mark Avallone. "I credit this success to our strong team at Potomac Wealth Advisors. We are dedicated to helping our clients realize their retirement goals and we work tirelessly to help our clients manage the challenges created by their success. It's rewarding to have our hard work recognized."
Founded in 2004, Potomac Wealth Advisors provides comprehensive financial planning, insurance planning, and 401k plan advisement. Potomac helps executives, entrepreneurs, and families achieve financial success and has been named one of Washington's Premier Wealth Advisors by Washington Business Journal for the past four years and running.
Potomac Wealth Advisors, LLC is an independent financial planning, asset management and risk management firm based in Rockville, MD. For more information, contact Potomac Wealth Advisors, LLC at 301-279-2221 or visit .
Securities and Investment Advisory Services offered through H. Beck, Inc. Member FINRA, SIPC 6600 Rockledge Drive - 6th Floor, Bethesda, MD 20814 (301) 468 - 0100. H. Beck, Inc. is unaffiliated with Potomac Wealth Advisors, LLC.
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Datum: 17.06.2015 - 14:17 Uhr
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