
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.
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.

Not Your Typical Financial Firm
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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
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Step 01
SmartFit Analysis
Complimentary review of investments, tax, estate, insurance.
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Step 02
Discovery Call
Real conversation, not a questionnaire.
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Step 03
Planning & Strategy
You choose: DIY, ongoing help, or both.
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Step 04
Implementation
Actionable steps forward. No pressure. No surprises.
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
More Than Just Investing
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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.
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.
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Investments
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Taxes
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Insurance
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Estate Planning
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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.
Let’s Talk
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.