Novi Wealth Partners
Financial Services
Princeton, New Jersey, United States
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
Novi Wealth Partners Overview
- Headquarters
- Princeton, New Jersey, United States
- Phone Number
- Available in AeroLeads
- Website
- noviwealth.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1998
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Novi Wealth Partners
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise. Please subscribe to get our updates by email: www.noviwealth.com/subscribe-to-our-newsletter
Novi Wealth Partners Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
Novi Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ryan Vogel | Chief of Financial Planning, Partner | Princeton, New Jersey, United States |
Email
|
| Sean Kelly | Client Service Coordinator | Princeton, New Jersey, United States |
Email
|
| Ryan Dunn, Cfp® | Wealth Advisor - Financial Planner | Princeton, New Jersey, United States |
Email
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Compare Similar Companies to Novi Wealth Partners
CBRE
Real Estate
Lincoln Financial
Financial Services
Cerity Partners
Financial Services
Savant Wealth Management
Financial Services
Francis Financial, Inc.
Financial Services
Personal Care Assistance LLC
Hospitals And Health Care
Advantage Pointe Home Care
Multi-signal peer
Palladium Capital
Investment Management
Hope Love Live Home Care
Multi-signal peer
Serrada Capital LLC
Investment Management