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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.

How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Meet Our Team

Complimentary Consultation

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