NOT FOR

Everyone

Design

& THAT’S BY

We offer clarity, grounded advice, and custom financial guidance without the pressure or sales tactics. Nationwide, fee-only fiduciary, led by our founder, Ryan Poterack.

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THE PCA DIFFERENCE

At Poterack Capital Advisory, we offer uncommon transparency, integrity, and depth—far beyond what’s typical in today’s financial landscape. We measure success not by assets under management, but by the trust and relationships we build.

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Not Your Typical Financial Firm

  • Built for Trust, Not Transactions

    We’re a fee-only fiduciary with no product sales and no asset minimums.

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  • Advice That Puts You First

    Our SmartFit Analysis uncovers what others miss: hidden fees, tax gaps, and missed opportunities.

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  • Remote by Design, Personal by Nature

    Clients meet us on Zoom, but they feel like we’re right next door.

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A Thoughtful Process, Built on Trust

  • Step 01

    SmartFit Analysis

    Complimentary review of investments, tax, estate, insurance.

  • Step 02

    Discovery Call

    Real conversation, not a questionnaire.

  • Step 03

    Planning & Strategy

    You choose: DIY, ongoing help, or both.

  • Step 04

    Implementation

    Actionable steps forward. No pressure. No surprises.

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Is This You?

You’ve outgrown DIY investing or want more than a Generic plan. You want clarity, not complexity—and a thinking partner who listens.

  • Thoughtful individuals and families with $1M+

  • DIY investors ready for experienced, knowledgable input

  • Couples who want both voices heard

  • Those dismissed by traditional advisors

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More Than Just Investing

  • Retirement Planning

    Helping you transition from paychecks to play-checks and build income with intention.

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  • Tax Mitigation

    It’s not what you make. It’s what you keep.

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  • Investment Strategy

    Customized and aligned to your life, not a one-size-fits-all model.

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  • Estate Planning

    Protect your wealth. Define your legacy.

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Start With a SmartFit Analysis

The Smart Fit Analysis is a thorough review of your fees, conflicts of interest, investment tax-efficiency, risk tolerance, wealth allocation & coordination, estate planning and more.

  • Investments

  • Taxes

  • Insurance

  • Estate Planning

  • Income Planning

Accessible & Available, Anywhere

Being a fully-virtual wealth management company, we are focused on helping clients optimize tax efficiency, organize estate planning, and manage their wealth to support the life they envision and create a meaningful legacy.

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WE’RE READY WHEN YOU ARE

Maybe you’re not even sure what questions to ask—but you know it’s time to ask them. Let’s make sense of it all—together.