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

When Beneficiaries are Not Heirs

May 18, 2018

The terms Beneficiary and Heir both refer to someone who receives an inheritance after someone passes away. However, while the terms are often used interchangeably, they do not always refer to the same individual or set of individuals. Heirs can be beneficiaries but beneficiaries are not always heirs.

Read the full post →

Mom and Dad foot some bills for 1 in 4 millennials

May 2, 2018

For some young adults, having a full-time job doesn't translate into financial independence from their parents. According to a recent survey, nearly a quarter (24 percent) of millennials who are fully employed report receiving help from their parents with bill-paying. Cell phone and car insurance bills were reported as the top items, but rent, student loans, and credit card debt are also on the list.

Read the full post →

ESG 101: WHAT IS ESG INVESTING?

April 20, 2018

Growth of ESG investing by institutional and retail investors has exploded in recent years! Should you get involved? ESG stands for Environmental, Social and Governance and ESG investing means favoring companies with good track records in these areas. It is a term that is often used synonymously with sustainable investing, socially responsible investing (SRI - my favored term), or impact investing. ESG factors refer to industry specific key issues such as climate change, human capital and labor management, corporate governance, gender diversity, privacy and data security, among others. Lately, gun control issues have been a hot topic in the news. Studies have shown that ESG investing does not negatively performance so contact me if you'd like to learn how to incorporate ESG investing into your portfolio!

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