The Potter Financial Group

CONTACT INFORMATION:
Chip Roe
Website
919-383-7421
info@potterfinancialgroup.com

The Potter Financial Group has been working with physicians since 1985. We understand the very specific financial needs and challenges faced by physicians through all stages of their careers, both individually and in group medical practices.

We define our role as your advocates in helping you meet the financial goals of you, your family, and your practice. We see ourselves as partners to our clients and 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. We are a locally owned firm affiliated with Commonwealth Financial Network, the largest privately held Registered Investment Adviser – independent broker/dealer in the country.

Chip Roe, CFP®, CRPC®, CRPS®
President and Managing Principal

Chip Roe is an independent financial advisor, with over 25 years of experience in financial planning and wealth management. He brings a depth of knowledge and perception of financial issues to his clients that helps them define their financial goals. Equally important he understands “life is a great teacher,” which gives him both the financial and personal experience to guide you through all the unexpected challenges that life throws our way. Chip sees his role as a partner to his clients, from just starting out to living in retirement.

Chip holds a BS in finance from Western Carolina University and the Series 7 (General Securities Representative) and Series 65 (Uniform Securities Agent State Law Examination) securities registrations with Commonwealth Financial Network. In addition, he has earned the Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor® (CRPC®), and Chartered Retirement Plans Specialist® (CRPS®) designations.

Price French, RFC®, CLU®
Vice President and Senior Advisor

For over two decades, Price has guided his clients in creating and implementing strategies designed to help grow and protect their financial wealth. He is dedicated to helping his clients achieve True Wealth, which in his opinion means living life to the fullest while pursuing one’s passions. Price’s financial experience has made him a frequently sought-after speaker, and he has lectured at many premier academic institutions, including Duke, University of North Carolina–Chapel Hill, Vanderbilt and Wake Forest.

Price holds a BA, cum laude, from Duke University and the Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination) securities registrations with Commonwealth Financial Network. In addition, he holds various insurance licenses and the Registered Financial Consultant® (RFC®) and Chartered Life Underwriter® (CLU®) professional designations.

Securities and advisory services offered through Commonwealth Financial Network, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, SC, TX, VA, VT, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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The Potter Financial Group
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