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

When Should Clients Begin Managing Aging Parents’ Finances?

November 15, 2018

Cognitive decline, abetted by isolation, is a powerful force that makes aging parents easy targets for scam artists, misleading advertising and offers for high-priced, unnecessary goods and services. It’s difficult for clients to know when to step in and assist aging parents with their financial affairs. Conversations about money are uncomfortable, and aging parents may become defensive, suspicious or confused. Read the following article for tips on how to address this situation.

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Do You Have An Estate Plan? You Need One

November 2, 2018

Nobody likes to think about illness or death, but planning is essential to protect your family and make sure your wishes are followed with regard to your assets and estate. Here are some easy, quick steps to get started.

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Helping Your Financially Dependent Child Get on Their Own Two Feet

October 25, 2018

Many Baby Boomer parents confess that they either don’t know how to talk to their kids about money, have failed to set appropriate limits with their children or don’t feel confident in their own financial management skills to share insights. As a result, 1 in 3 young adults are still living at home. If you’ve found yourself still rooming with your millennial child, follow these tips to help get your financially-dependent child off your payroll.

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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

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