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

Are You Getting All Your New Jersey Property Tax Breaks?

November 19, 2019

Receiving a property tax bill for your New Jersey home can be painful. Homeowners in the Garden State face the highest property tax rates in the country. But even with that burden, there may be steps that you can take to reduce your annual tax bill: consider filing a tax appeal with your municipality as well as determine if you are eligible for the homestead rebate, the senior tax freeze, or the rebates for seniors, blind/disabled people, or veterans. Engaging an attorney or accountant to help you with these items is probably in order.

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More parents struggle to repay loans they borrowed for their children’s education

November 5, 2019

The latest student loan debt statistics show there are more than 44 million borrowers who collectively owe $1.5 trillion in student loan debt in the U.S. alone. Student loan debt is now the second highest consumer debt category - behind only mortgage debt - and higher than both credit cards and auto loans. The numbers are staggering for Parent PLUS Loans, in particular. When you think of your golden years, you think of rest, relaxation, travel and the good life. The last thing on your mind: student loans. Yet, for millions of Americans, student loans are still a reality. Here's what you need to know and what to do about it.

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Never Pay for a Storage Unit!

October 23, 2019

Lynn Magnusson is an appraiser at family-owned Magnusson Estate Services, and says "putting inherited items in storage is almost always HUGE mistake." Click below to find out why.

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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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