Andrew Novick

CFP®, JD

The Investment Connection

Founder

Andrew Novick

CFP®, JD

The Investment Connection

Founder

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Andrew Novick, CFP®, JD

Andrew Novick is a Bridgewater, NJ financial advisor and investment manager. Andrew Novick is a fiduciary financial planner.

The Investment Connection is a Registered Independent Advisory (RIA) firm that is committed to assisting you develop and advance your financial goals by offering fee-only investment management and financial planning services.

Operating as a fee-only advisor means that you don’t have to worry about sales pressure.

No minimum net worth or account size!  

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 also belong to a number of financial planning and legal professional associations, including the XY Planning Network (founding member 2014), American Bar Association, and the Greater Middlesex/Somerset Estate Planning Council (board member since 2009). Importantly, I am also a member of National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors.

My commitment to you means more than any certificate on a wall. I am committed to giving my clients award-winning financial service through a personal, hands-on approach.  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. 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! Whoever you are, I want to help you find the right financial path to meet your goals.

Andrew Novick's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network

We’re in the business of helping you grow your money. While you can leave the details of the investing to us, we can customize your portfolio to suit your investor profile.   Low-cost ETFs are preferred, but stocks, bonds, and mutual funds may also be used.  Additionally, The Investment Connection can help you invest in order to advance environmental sustainability, human rights and diversify, and accountable corporate governance, known as Socially Responsible Investing (SRI) or Impact Investing.  

There’s a lot more to financial planning than just managing your investments - estate planning, insurance, college funding, income taxes, employer benefits, retirement planning and more.  We evaluate your situation, provide appropriate recommendations, assist with implementation of the recommendations, monitor your situation over time, and make modifications along the way.

You have financial questions And you want great answers. You may have financial stress and you would like relief. You have financial hopes and would like them realized. And beyond that, you also have a deeper wish for a thriving, peaceful financial life.  When it comes to your wealth, there are really three things you want:

  • Financial Freedom – enough money to support you for the rest of your life.
  • Financial Security – confidence that your wealth is secure.
  • Financial Peace – clarity, ease, and comfort in your financial life.

Sure, portfolio management is important. And, you are looking for something more: a partner who is down-to-earth, financially savvy, and great with you. You want your money exquisitely cared for, and you want the focus on what you care most about – creating and sustaining wealth to support a life you love.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Investment Management
  • Low Cost Index Approach
  • Socially Responsible Investing
  • Financial Planning - Comprehensive
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • 401k Consulting

Ideal Clients

  • Retirees and Near Retirees
  • Parents with School-age Children
  • Socially Responsible Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Fixed Monthly Fee
  • % of Assets Under Management Fee

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Andrew Novick is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Andrew Novick is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Andrew Novick is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Andrew Novick

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 991 Route 22 West
    Suite 200
    Bridgewater, NJ 08807

InvestmentConnection

Published on Apr 29, 2017

What it means to work with a fee-only advisor and fiduciary.

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser