Andrew Novick, CFP®, JD The Investment Connection

Contact this advisor

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. This can include incorporating socially responsible investments or alternatives into client portfolios. 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. If you are too busy with your job, your children, or other responsibilities to address your finances or manage your portfolio, give me a call!

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.

Contact this advisor

Recently Published

Having a baby, but not married? Some financial advice.

July 15, 2017

Q. I’m having baby. We’re not married yet, but I think we will be in the next year or so. What documents do I need to make sure I have so that I know the mother of the baby will get my stuff if something happens to me since we’re not married yet? Then when do we need to change when we get married? — Thinking

Read the full post →

Easy Come, Easy Go: Why 35% of Americans Squander Their Inheritance

July 1, 2017

The typical inheritance isn’t huge, but research going around the industry now indicates that a lot of little bequests are being squandered fast. Even when big bequests above $100,000 are at stake, all the money disappears 18% of the time. The heirs spend it all and end up without a lot to show for it. Reports show lump-sum distributions are a disaster for retirees are similarly bad. For about 7 million Americans, the fruits of decades of painstaking money management will evaporate fast. Don't let your financial resources go down the drain.  Engage an experienced fee-only financial planner and investment advisor to help you make sound decisions with your money.  Continue reading for more sobering statistics.

Read the full post →

10 Troubling Habits of Chronically Unhappy People

June 22, 2017

Happiness comes in so many different forms that it can be hard to define. Unhappiness, on the other hand, is easy to identify; you know it when you see it, and you definitely know when it’s taken ahold of you. Benjamin Franklin said “The Constitution only gives people the right to pursue happiness. You have to catch it yourself.”

Read the full post →

Visit the blog →

Ideal Clients

  • First-Time Parents
  • Generation X
  • Parents
  • Parents With School-Age Children
  • Socially Responsible Investing (SRI)

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

File Complaint