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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.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Meet Our Team

Complimentary Consultation

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