Austin Potter, CFP®
Wealth Advisor
Phone: 616-808-3313
Text: 616-404-0028
Fax: 616-808-3318
Email: austin@stonebridgefinancialpartners.com
About Me
Many people come to a Wealth Advisor when a retirement date is suddenly real, a business sale is on the table, or a tax bill has arrived and stung more than it should have. Austin Potter works best with clients at exactly those moments.
Austin holds the CFP® designation along with the Series 7, 63, & 65 registrations. Much of his work centers on tax planning for pre-retirees and long-term savers. He spends significant time identifying opportunities that many clients haven't considered: strategies to reduce what they owe rather than simply accounting for what they paid. It's a part of the planning process that clients appreciate but don't always expect. He doesn't hand someone a plan and wish them luck. He maps out what comes next, coordinates with their accountant and attorney, and stays involved through the relationship.
Austin grew up in Big Rapids, Michigan and studied finance at Michigan State's Eli Broad College of Business. He got his first taste of this industry as a 19-year-old intern under Jon Pettigrew, whose firm later merged with Stonebridge. Before settling into his current role, he spent three years at Plante Moran and then built proprietary trading models to study how markets move. That chapter built the foundation for how he thinks about portfolios today—with a practitioner's eye, not just a planner’s.
Outside the office, Austin enjoys hiking, golfing, and snowboarding at Crystal Mountain in the winter, as well as spending summers at his family’s cottage on Sage Lake. He has traveled to more than 20 countries and values time spent with family and friends. He also has an intense curiosity and is always looking to better understand how things work. A devoted Detroit Lions fan, he’s been watching long enough to truly appreciate the good years. Austin is also involved with Junior Achievement in Grand Rapids, a growing partnership that strongly aligns with his passion for financial literacy.
Expertise & Focus
Pre-Retiree Planning
Licenses, Awards, & Recognitions
CFP® - Certified Financial PlannerTM Practitioner, Series 7 registration through LPL Financial; Series 66 registration through LPL Financial and NewEdge Advisors
