Why New Potomac Partners?
Customization
We care deeply about our cleint's and work hard to provide a top level of service.

You Deserve Your Own Financial Strategy
New Potomac Partners(NPP) is an independent boutique firm located in the heart of Bethesda, Maryland. We offer our clients a level of service above what is typically seen at larger firms. This includes access to your portfolio manager, customized client reporting and high-end technology capabilities. At NPP all of our clients are important to us, and we enjoy working with them to meet their goals.
Ready to get started? We are ready to help.
Contact UsLearning Center
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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