Andrew Novick, CFP®, JD The Investment Connection

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About Andrew Novick, CFP®, JD

I founded The Investment Connection in 2014 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets. My focus is on helping young, growing families and others seeking the right financial path to meet their specific goals.

I have worked with college graduates, newlyweds, first-time parents, parents with school-age children, business owners, corporate executives, professionals, as well as divorcees, retirees, and widows. I care about my clients and try to give them the best planning and investment advice possible, along with a high quality experience.

While many firms say they offer customized services, what they actually provide are one-size fits all model portfolios or financial plans from pre-packaged software. My services are truly customized to my clients’ needs. Performance of your accounts is also a top priority, and having a strong relationship is critically important to achieving that goal.  Building this relationship depends on the give and take of conversation and communication. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship.

I am a Certified Financial Planner™ professional with a law degree and have been providing fee-only investment management and financial planning services for more than 20 years. Over the years, I’ve been named a NJ Five Star Wealth Manager (Five Star Professional), Best Financial Advisor for Doctors (Medical Economics), and Best Financial Advisor for Dentists (Dental Practice). I am a member of the American Bar Association and long-standing board member of my local Estate Planning Council.  Importantly, I am a member of National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors, and am proud to be one of 30 founding members of the XY Planning Network.

My commitment to you means more than any certificate on a wall. I give my clients award-winning financial service through a personal, hands-on approach.

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Recently Published

Alternatives Designed With Brainpower

March 25, 2017

I'm not in the habit of touting particular fund companies, but AQR is unique. This firm offers some terrific alternative investment solutions based on a quantitative investment process designed with PhD brainpower. Additionally, AQR was among the first hedge-fund managers to voluntarily register with the SEC and offer alternative strategies in a mutual fund format. This is important because it means AQR's strategies are available at reasonable cost and with daily liquidity, transparency, and regulatory oversight. AQR was featured in Barron's last year - some information is a bit dated, but it still provides insight into what makes AQR so good.

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Time to Make an IRA Contribution

March 1, 2017

It is that time of year to consider making an IRA Contribution. Start building your nest egg. You know you should do it! Read on for the details...

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14 Ways to Take Charge Of Your Health Care

February 7, 2017

AARP suggests you consider the following steps to break through the bureaucratic maze to keep your healthcare costs lower: at the doctor's office, at the pharmacy, at the hospital, and dealing with Medicare/insurance. I'm not sure if all of these tips will actually be worthwhile, but it certainly can't hurt to investigate!

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Ideal Clients

  • First-Time Parents
  • Generation X
  • Newlyweds
  • Parents
  • Parents With School-Age Children

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly: $100/mo + $600 upfront
  • Flat Fee: $1,000+
  • AUM: .5%+

SEC Records


States Registered

  • New Jersey
  • Pennsylvania

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