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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.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Meet Our Team

Complimentary Consultation

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