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

History of the Mutual Fund

July 3, 2020

Mutual funds are nearly 100 hundred years old! The “pooled funds” investment model enabled investors to purchase a diversified portfolio of financial instruments that would steer money, depending on the fund’s investment goals, into different asset classes. The idea started slowly but eventually took hold, as fund accounts grew and more and more mutual funds popped up on the investment landscape. The first – and oldest – mutual fund in the U.S. was the MFS Massachusetts Investors Trust, which rolled out in 1924 under the management of MFS Investments, out of Boston, Mass. Click the link for additional historical detail and to see a list of 8 other original mutual funds. Note that all still exist today (except for one, but it was merged into another fund, so it's legacy still lives on too).

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Bankruptcy filings will be on the rise as the coronavirus spreads

June 14, 2020

Due to COVID-19, many businesses are closed and employees have been laid off. According to recent studies, one in four Americans do not have enough money saved to cover more than two months of expenses and one out of every four people doesn’t have any savings. This means that going without work for a few weeks to a month will leave people in dire situations. Keep reading if you are in financial hardship and think bankruptcy might be right for you.

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Education Tax Credits and Deductions You Can Claim to Lower your Tax Bill

June 3, 2020

If you pay for education expenses, you may be able to save money on your taxes by claiming the American opportunity credit or lifetime learning credit, or opting for the the tuition and fees deduction. Keep reading to see if you qualify.

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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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