Focus
As the Managing Partner of Potomac Financial Group, Todd M. Wike, CFP®, approaches every relationship with a genuine commitment to clients’ well-being. He is driven by the values of leadership, selflessness, and grit, and aims to not only help clients achieve financial security but to also be a trusted partner who supports them through life’s changes. Building meaningful, long-term relationships in which his clients feel confident and supported is what he values most.
Drawing from his experiences as a former NFL player and at PFG, Todd emphasizes holistic financial planning that addresses both the technical and emotional aspects of clients’ financial journeys. He began this path towards understanding under PFG’s founder, Larry Grabenstein.
Post NFL, Todd Wike was seeking a new path to help make a meaningful and positive impact on the lives of others. At the same time, Larry Grabenstein was searching for a new addition to the Potomac Financial Group – someone who possessed a fresh perspective, but not necessarily industry experience. More importantly, Larry was seeking a committed leader with a similar passion and dedication to nurturing clients, whom he could eventually entrust with the leadership of PFG when he retired. In 2012, Larry began working closely with Todd to transition the leadership of PFG and in 2016, Larry fully retired.
Todd Wike cherishes his memories of Larry, “He was my mentor and a very special friend, and I had the privilege and honor to work beside Larry for 12 years before he passed away in 2017. Many of our current clients worked with Larry for many years and it is always a joy to share our memories of him when we can. He was truly one of a kind and I learned so much about helping people and dealing with the emotional aspects of investments and financial planning.”
“Early in my career I remember commenting to Larry how most of our meetings end up covering so much more than the actual investments and he explained to me that our clients don’t necessarily want to know “how the drill works”…they work with us and have confidence in us that we know how the drill works, but our real job is to help them through life’s changes and transitions and problems.”
Drawing on his role as both a leader and advisor, Todd focuses on helping clients align their financial decisions with their life values, so they can pursue freedom, fulfillment, and confidence in what matters most.
Education, Awards & Credentials
- Bachelor of Arts in Philosophy from the University of Maryland, College Park
- CERTIFIED FINANCIAL PLANNER® (CFP®) certification
Outside the Office
Outside the Office Born in Omaha, Nebraska, and raised in Lebanon, Pennsylvania, Todd now resides in Olney, Maryland, with his wife, Chrissy, and their two sons, Charlie and Graham. Their home is filled with the energy of youth sports, from baseball and football to basketball games, along with plenty of time spent together on the golf course. As a family, they share a love for University of Maryland athletics, discovering new places through travel, and hosting gatherings where Todd enjoys cooking for friends and loved ones. His weekend tailgates have become a favorite tradition, and he values the meaningful connections that are often made beyond the office.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
