financial-planning-and-wealth-management | Media Room

Press Release Aug 31, 2021

Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion

Press Release Feb 23, 2021

Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors

Recognition follows recent naming to Raymond James' 2021 Chairman's Council

Press Release Feb 23, 2021

CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors

Press Release Feb 23, 2021

Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year

Press Release Dec 9, 2020

Muse Marketing + Creative Announces Launch of MMC Advisor Solutions

New division to exclusively support the marketing needs of the nation's leading financial planning and wealth management firms.

Press Release Nov 10, 2020

Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year

Press Release Jun 23, 2020

Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor

Press Release Jun 16, 2020

Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team

Press Release Mar 4, 2020

Valliant Wealth Strategies' Mary Ellen Valliant Named to Forbes' List of Top Wealth Advisors

Press Release Mar 4, 2020

Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools' Board of Education

Press Release Feb 17, 2020

Kennedy Investment Group's Jack W. Kennedy III Named to Forbes' List of Top Wealth Advisors

Press Release Feb 13, 2020

Potomac Financial Group's Todd Wike Named to Forbes' List of Top Wealth Advisors

Press Release Jan 16, 2020

Kennedy Investment Group Announces Executive Leadership Promotions

Henry J. Schroeder and Andrew J. Thornton Named Executive Vice Presidents

Press Release Nov 19, 2019

Kennedy Investment Group's Jack W. Kennedy III Named a Member of Raymond James' 2020 Chairman's Council for 7th Consecutive Year

Press Release Jul 17, 2019

Kennedy Investment Group Donates $4,000 to Mount Laurel Schools' Autism Program

Press Release Jul 11, 2019

Kennedy Investment Group Hosts Flag Day Ceremony and Monument Dedication in Honor of Area Veterans

Press Release May 21, 2019

Potomac Financial Group Announces the Launch of Freedom7

Innovative process is designed to help simplify and maximize the financial planning & wealth management processes