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

Open Enrollment Gameplan: How to Compare Your Partner’s Benefits With Yours

November 10, 2021

Millions of employees are sifting through their workplace benefits before their employer’s open enrollment deadline. One of the biggest questions they will settle is whether to join their partner’s benefits plan or keep benefits separate. With rising inflation and pandemic-related health costs, couples should take a strategic approach to open enrollment this year to make sure their benefits square with their money goals, say financial planners. Some may find it pays to keep their benefits relatively separate from their partner’s, while others could save significantly by analyzing costs.

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Do you have what it takes to become a landlord? Answer these 4 questions.

November 10, 2021

The idea of making money on the side from owning a rental property can be very appealing, especially if you view the venture as a possible way to quit your day job eventually or subsidize your income when you retire. But becoming a landlord is not for the faint of heart. Nor is it guaranteed to be profitable right away. A lot goes into making it so over time. To see if you're cut out for the challenge, here are four questions to ask yourself before getting into the business (and it is a business) of being a landlord.

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10 Tax Facts to Know About Marriage and Blended Families

October 20, 2021

While matrimony is traditionally a joyous time, marriage and domestic partnership can affect taxes, retirement savings and financial planning goals. Remarriage situations present even more complex challenges, especially if a blended family is involved. Click below for a slide show of 10 important tax and financial planning questions related to marriage, divorce, remarriage and blended families according to ALM’s Tax Facts Online.

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Ideal Clients

  • Gen X
  • Parents
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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

 

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