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

Doing Well By Doing Good: How to Match Your Investments with Your Values

September 15, 2017

So what exactly is sustainable investing? Most people aren’t sure, according to Andrew Novick, CFP, JD, founder of The Investment Connection, who says it’s somewhat uncommon for his clients to ask about SRI. “I almost always have to bring up the idea first, but some clients get really excited about it once I explain how they can get involved,” he says. The goal behind such investing— known as sustainable responsible (SRI), impact, or ESG (environmental, social and governance) investing, is to make investments that combine financial gains with social good. While ten years ago SRI funds were widely considered expensive and poor performing, today it’s cheaper and easier to “do well by doing good.”

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Never Push Loyal Employees to the Point they no longer Care!

September 1, 2017

People don’t leave bad companies. They leave bad bosses. The worst place an employee can be, is stuck in an organization with a micro-manager that doesn't care and there are no opportunities for growth and advancement. The typical 'bad boss' spends their time directing employees rather than empowering them. Could you be this kind of boss? Are you an employee with this kind of boss? Click below to read more.

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9 Things You Must Know About Medicare’s High-Income Surcharges

August 15, 2017

If you are on Medicare, but have high income, the law requires an upward adjustment to your monthly Medicare Part B (medical insurance) and Medicare prescription drug coverage premiums. The "means-tested" increased premiums apply when your income is more than $85,000 for single taxpayers and $170,000 for joint taxpayers. While this only affects 5 percent of people with Medicare, here are a few tips to know about the surcharges, including some ideas to avoid them:

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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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