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

Will I Get Penalized for Working While Collecting Social Security Retirement?

February 17, 2018

When to start collecting social security benefits? You can start collecting a reduced benefit as early as age 62. Although it might not be the best financial decision, claiming early social security benefits is a popular strategy according to a report by the Center for Retirement Research. Some in this group of recipients may still work, but they have to worry about an "earnings test", which may result in a temporary reduction in social security benefits. A common myth is that these benefits are lost forever, but the truth is that they will eventually be recouped if you live long enough.

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What should I do about Bitcoin?

February 3, 2018

Through New Year's, Bitcoin and other cryptocurrencies were HOT. Prices were hitting new highs almost daily and rose nearly 500% in just the last 6 months of 2017. Considering this meteoric rise, it is understandable that news coverage was incessant and people were asking for my thoughts. While I do not consider myself an expert on cryptocurrency or blockchain technology, it is my responsibility as a financial advisor to understand enough to offer an opinion on the subject.

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Andrew Novick named Five Star Wealth Manager 2018

January 17, 2018

My name was listed along with the other award winners in this month's New Jersey Monthly magazine! Of the nearly 4500 NJ-area wealth managers considered for the award, only the top 9% were named 2018 Five Star Wealth Managers.

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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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