Broker Check

Why New Potomac Partners?

Customization

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

Learn more

Client Service

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

Learn more

Portfolio Management

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

Learn more
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.

Contact Us

Learning Center

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

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
Learn More
How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
Learn More
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More

Meet Our Team

Complimentary Consultation

Thank you!
Oops!