Are you paying too much tax? I can help with that.

Welcome to Alexander Potter Financial

We offer financial planning services for business owners and executives. We specialize in working with family-owned businesses, senior executives, and their families to create personalized financial plans that help them achieve their long-term financial goals. Our team of experienced advisors and subject matter experts has the knowledge and expertise to help you navigate the unique financial challenges that come with owning a business, including retirement planning, tax strategies, wealth preservation and legacy strategies. We understand that every business and every family is unique, and we take the time to get to know you and your needs so that we can create a customized plan that is tailored to your specific situation. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.