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

Medicare Part B Premiums Rise For Most In 2018, Stealth Hit To High Earners

November 21, 2017

The Centers for Medicare & Medicaid Services has announced Medicare Part B premiums for 2018 and the base premium stays the same as this year at $134 a month. While that sounds like good news, most people will still be paying more for Part B. Why?

Read the full post →

Five Tips for Taking the Anxiety Out of Networking

November 1, 2017

You have undoubtedly been told how important it is to “network.” And it is true. Networking — or any other name you want to give for making connections and relationships with people who can help you further your career goals — is essential for everything from developing mentors, getting work done, building a book of business, or looking for a new job. But networking can be a source of anxiety.

Read the full post →

Was expensive college acceptance a mistake?

October 15, 2017

Q. My son got in early decision to a very expensive college and he accepted. I only have saved $80,000 and the school will cost $60k+ each year. What are the options to fund this? He didn’t get scholarships and I want him to avoid loans. Help!

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