The Potomac Agency
At The Potomac Agency, we provide sophisticated, integrated solutions designed to protect what matters most — your family, your business, and your future. Through a seamless blend of insurance, wealth management, and estate planning, we bring clarity to complexity and confidence to every financial decision. Our mission is simple: to secure your legacy with unwavering integrity, personalized guidance, and a long-term vision that stands the test of time.
Our Story
Where Legacy Begins
The Potomac Agency was founded in 2017 by Principal Advisor Tyler Torlone, a proud native of Jefferson County and the surrounding region, with a vision rooted in something deeply personal — a belief that every family and business deserves trusted, sophisticated financial guidance close to home. What began as a focused local agency has grown into a comprehensive firm dedicated to insurance, wealth management, and strategic estate planning. Built on the principle of unshakeable trust and driven by an enduring commitment to the communities we call home, The Potomac Agency exists for one purpose: to serve as a steadfast shield for your family's future and your business's legacy.
Deeply Rooted Across the Potomac Region
The Potomac Agency is more than a financial firm — we are a dedicated neighbor, deeply rooted in Jefferson County and committed to the families and businesses across the four-state Potomac Region and greater Washington D.C. area. Our dedication to protecting what matters most extends far beyond policies and portfolios. We actively invest in the communities we call home, foster relationships built on lasting trust, and show up for our clients not just during the planning process — but at every milestone along the way.
Why Choose
The Potomac Agency
Established Trust
Personal Guidance
With years of experience, we’ve built a reputation for navigating complex financial landscapes with absolute transparency and integrity.
Your financial profile is unique. We provide tailored strategies that align with your specific life stage and long-term goals.
Holistic Planning
Local Presence
We integrate insurance, wealth management, and estate planning into one cohesive roadmap to preserve your legacy for generations.
As a local firm, we are here for you in person, supporting local organizations and showing up when you need us most.