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. 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.

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Recently Published

Myths & facts in New Jersey divorce law

September 18, 2020

Clients are often misguided as to their rights and obligations in a divorce and, because of this, their expectations are often unrealistic. Often, clients will tell me what they believe the law to be; only for me to have to tell them otherwise. Below are 6 of the the most common misperceptions that I hear.

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11 Tips for Separating Your Finances When Navigating Divorce

September 7, 2020

When you were getting married, you did not plan on getting divorced. You wanted the relationship to last, but now you are worried that it won’t. Before you begin the divorce process, you could seek marital counseling, both as individuals and as a couple. If you ultimately decide to seek a divorce, the following financial planning tips can help you achieve a reasonable financial settlement to establish a strong foundation for your new life:

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Worksite Testing for the COVID-19 Virus and Antibodies

August 15, 2020

Back in the spring there was considerable interest in viral and antibody testing among employers developing worksite return protocols. But survey results show that testing as a requirement for return to work has been largely set aside. Mercer, a leading human resources consulting firm, said that only 5% of respondents to a July survey required (or planned to require) employees to provide a negative COVID-19 test result before returning to the worksite, and just 2% required or planned to require a positive test for antibodies. Beyond the basics of asking employees about COVID-19 exposure or symptoms,facilitating physical distancing and hand hygiene, and requiring (or encouraging) mask-wearing, contact tracing has emerged as a leading strategy in efforts to keep employees safe at the worksite. Well over half of employers in Mercer’s current survey say they now conduct contact tracing.

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Ideal Clients

  • Gen X
  • Parents
  • 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

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