Andrew Novick, CFP®, JD The Investment Connection
- 991 Route 22 West, Suite 200, Bridgewater, NJ 08807
- 908-595-2220
- http://www.TheInvestmentConnection.com
webAbout 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.
Recently Published
Buying a House in Your Twenties: When Should You Buy a House?
March 2, 2023Whether you're a recent college grad or have spent some years working and saving, you might be thinking about making your first home purchase. But is now really the right time for you to step into the real estate market? Can you even afford a house purchase? When is the right time to buy a house? Keep reading for help making such a major decision.
TIME TO MAKE AN IRA CONTRIBUTION 2022/2023
February 27, 2023It is that time of year to consider making an IRA Contribution. You have until April 18, 2023 to make a contribution for 2022. You can also make your 2023 contribution at the same time.
SECURE 2.0 provides breathing room for RMDs
February 8, 2023The SECURE 2.0 Act of 2022 includes almost 100 new retirement plan provisions, many of which aren’t effective yet. But some big changes involving required minimum distributions and related penalty relief are already in effect, The age for RMDs was increased from 72 to 73 in 2023, and then to 75 a decade later, in 2033. The 50% penalty for skipping your RMD was reduced to 25%, and to 10% if the missed RMD is made in a timely manner. A new statute of limitations now applies to missed RMDs (3 years) and excess IRA contributions (6 years). Starting in 2024, Roth 401ks will be exempt from RMDs making them similar to Roth IRAs. Click below for more detail on these changes.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- Parents
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Monthly: $150/mo + $600 upfront
- AUM: .5%+
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
