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

Can Fiscal Policy or Financial Engineering Save US Equities?

April 16, 2017

Long-term stock returns come from four components: inflation, growth of real earnings per share (EPS), the dividend, and the change in valuation. Using this formula indicates equities are overvalued. We need to create 40% growth in earnings above and beyond price gains, stocks need to decline by 40% over a relatively short time period, some combination of the two, or investors simply need to accept that fact that they will be faced with permanently reduced returns. Can we legislate and create policy, either through government or central banks, that will enable corporate profits can expand faster than the economy to eliminate the overvaluation. History says "no".

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Some Young Investors Like Live Human Advisors

April 6, 2017

All hail the Internet. You can get everything you need from your computer, tablet, or smartphone. Buy stuff. Watch videos. Play games. Interact with friends and strangers. Get financial planning and investment advice. Who needs real people? Wait a minute... that can't be right.

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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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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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