Questions or comments? Call the delightful Anna at 704-366-5776, ext. 289.

It’s about relationships, not transactions.

Off-the-shelf financial counsel is available just about everywhere. But at Poterack Capital Advisory, we know retirement means something different to every client. Only by investing the time to truly know you — your dreams, your lifestyle goals — can we tailor our experience to get you where you want to be.

pca office
financial freedom

What We Believe

Poterack Capital Advisory’s focus is on building long-term partnerships with our clients in order to improve financial decision making. Financial advising is strategic. We take time to ask and learn about your unique situation – your desired lifestyle, your family, your goals and objectives. Then, we tailor our recommendations based on your answers.  Our belief is: together, we are much more effective than either of us would be alone.

  • Poterack on Poterack

    Who better to reveal the “real” Ryan Poterack than the people who spend the most time with him — his family. In a wide-ranging, point-counterpoint interview, Ryan’s kids give insight into how Ryan thinks and works. Click Ryan’s photo to learn more.

  • poterack on poterack

Our Services

  • investment services

    Investment Services

    Clear-headed guidance that instills confidence in your investment decisions.

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  • tax services

    Tax Services

    You labor to earn it, sacrifice to save it, learn how to keep more of it.

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  • retirement services

    Retirement Services

    Everyone has their own idea of what retirement should look like. We’ll help map the way to your ideal retirement.

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  • estate services

    Estate Services

    For a legacy marked by what you leave, get guidance on how to leave more.

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Have you met with Ryan?

Chemistry and trust determine every successful client/financial advisor relationship. That’s why we always start with an informal, get-to-know-each-other chat with Ryan.

Book Your Visit

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What investment strategy is appropriate for you?

Find out in less than five minutes  

Upcoming Events

Upcoming Ladies’ Luncheon — November 28, 2017

Tax Strategies Expiring New Year’s Eve 2017

This month we explore strategies with a deadline of 12/31/2017, that may improve your numbers next Spring!

Register For This Event

Upcoming Evening Workshop — November 28, 2017

Tax Strategies Expiring New Year’s Eve 2017

This month we explore strategies with a deadline of 12/31/2017, that may improve your numbers next Spring!

Register For This Event

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