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Why New Potomac Partners?

Customization

We care deeply about our cleint's and work hard to provide a top level of service.

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Client Service

NPP has been serving Individuals, Businesses and Families since 2015.

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Portfolio Management

We focus on developing portfolios to meet each client’s needs.

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You Deserve Your Own Financial Strategy

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.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Meet Our Team

Complimentary Consultation

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