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Ryan Poterack
I’m doing exactly what I envisioned doing as a teenager! Since obtaining my Finance degree in 1990 from Iowa State University, I’ve been helping people make decisions about their wealth. Poterack Capital Advisory was established as an independent private firm in 2001, so I could focus on Fiduciary, long-term client relationships and providing an exceptional client experience .
Our process, from initially getting acquainted through being accepted as a client, is diligent and thorough. We want you to have confidence and achieve all your planning outcomes in a tax-efficient, cost-effective way! Our Fiduciary process and fee-based approach may be a breath of fresh air from commissioned salespeople you may have met with previously.
I believe in asking great questions focused on you and listening. In my experience, this is in contrast to a sales pitch approach made before understanding your unique values and objectives. Our transparency and forthrightness may be unique to your experience with the financial industry.
My wife Dawn and I enjoy spending time outdoors, traveling, and delicious foods – not necessarily in that order! Between us we have 6 adult children and one youngster (Lincoln, age 11) still at home with us.
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with Private Advisor Group and does not endorse Private Advisor Group or any investment advisor representative associated with Private Advisor Group
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Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.
Schedule a 30-minute Zoom to get acquainted with a PCA Wealth Manager. The focus of this discussion is for us to learn more about your unique objectives and life goals.
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