4330 East West Highway
Effective solutions for every stage of life.
Smart financial advice for the discerning investor.
Preserve a legacy that will last.
We care deeply about our cleint's and work hard to provide a top level of service.
NPP has been serving Individuals, Businesses and Families since 2015.
We focus on developing portfolios to meet each client’s needs.
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.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
A Primer on Irrevocable Life Insurance Trusts
Why Everyone Needs an Estate Strategy
The Latte Lie and Other Myths
What Can a Million Dollars Buy You?
Bridging the Confidence Gap
Perception vs. Reality