- Founded
- 1998
- Employees
- 5
About Novi Wealth Partners
Novi Wealth Partners is a fee-only comprehensive financial planning firm serving families, business owners, and professionals across the United States from our Princeton, New Jersey headquarters. Founded in 1998, we've helped hundreds of clients achieve financial clarity and confidence through our holistic approach to wealth management. Our team of six Certified Financial Planner® practitioners manages client assets with a focus on what money can do for you and your loved ones. Our services include: • Comprehensive financial planning and investment management • Retirement income planning and distribution strategies • Tax-efficient investment strategies and coordination • Estate planning advice and implementation • Risk management and insurance analysis • Concierge-level wealth management services What sets us apart: ✓ Fee-only fiduciary advisors (no commissions, ever) ✓ All planners are CFP® professionals and NAPFA members ✓ 25+ years of helping clients achieve their definition of wealth ✓ Serving clients locally in Princeton, NJ and nationally ✓ Employee-owned firm providing conflict-free advice We believe in focusing not just on money, but on what money can do for you and your loved ones. As your life changes, we provide guidance that understands how those changes affect what's important to your family. Don't know where to start? Subscribe to our newsletter for a sense of what it's like to work with us. In just 5 minutes each week, we'll break down what's happening, how it impacts you, and what to do about it. Sign up here: www.noviwealth.com/subscribe-to-our-newsletter Questions about your personal situation? Call us at (609) 921-7002 or visit www.noviwealth.com to connect with one of our experts today.
Leadership at Novi Wealth Partners
The team at the top of the org chart.
Robert Dunn
President and Managing Partner
Open Jobs at Novi Wealth Partners (1)
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