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  • Writer's pictureRobert Dunn, CFP®

What We Do And How We Can Help

Updated: May 26, 2022

You’ve heard it over and over again: money can’t buy happiness. And while having lots of money may not make you happy on its own, what you do with your money can bring freedom and happiness. (1) So how do you get there? How do you optimize your money so that it doesn’t rule your life but instead enhances it?

That’s where Novi Wealth Partners comes in to help you. We know that you may not have the time or industry-specific knowledge to plan your financial future—but we do.

Who We Are

At Novi Wealth Partners, we are a Fee-Only™ comprehensive financial planning firm that strives to use our independence to empower our clients to discover their unique definition of wealth while providing the confidence to make it a reality. With four CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners on our team, we not only have the knowledge and experience to walk you through the planning process, but we also have the passion to see it through. We keep our advisor-to-client ratio very low (currently at 1:45) so that we can truly get to know our clients on a personal level and understand what matters most to them. We go beyond your bank account and focus on your life, your goals, and your future.

What We Offer

We proudly offer our clients comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice, and concierge-level wealth management. We tailor our services to our clients and provide them with an unparalleled experience, helping them navigate life’s many changes and make the best decisions possible for themselves and their families.

Who We Serve

While we serve a diverse range of clients, many of them are pharmaceutical professionals, professors, business owners, or executives. Regardless of their differences, they have a few things in common. First, they are prosperous, self-made individuals who are dedicated to their families and their careers. Second, they are highly educated, but not always in financial matters. Finally, they recognize the value in delegating to someone they trust so that they can focus on what’s most important in their lives.

We make a difference in our clients’ lives by turning the uncertainties with their financial matters into a source for confidence. Their finances no longer need to be a burden. As we carefully craft a plan for their money, we give them the priceless gift of time, with which they can enjoy their families and passions.

The Novi Wealth Difference

What makes us different from the countless other financial firms out there? We believe it comes down to trust. The people who walk through our doors are tired of receiving poor service and advice they aren’t sure they can rely on. They love that we are independent and that we place a high value on transparency. We have created a unique culture where each client is confident that they are heard, understood, and can know that their money is in good hands. The elevated peace of mind they experience gives them a greater sense of well-being and the freedom to live the life that they envision. That’s something you can’t put a price on.

Our Goal For You

More than anything else, we want to help you reduce the stress in your life that money and all its uncertainties bring. Our thoughtful, thorough, and compassionate service equips you to make sound financial decisions to help you experience the most fulfilling retirement you could wish for.

If you’re ready to partner with a team that puts you first, contact us at ​(609) 921-7002 or to schedule a complimentary discovering meeting today.

About Novi Wealth Partners

Novi Wealth Partners is an independent, fee-only comprehensive financial planning firm dedicated to empowering clients to discover their definition of true wealth while providing the confidence to achieve it. With 20+ years of experience, we have found that most people don’t care about money, but instead, they care about what money can do for them and their loved ones. As a result, we focus on guiding our clients to find their unique vision for their life and developing a plan to help them live out their values. Our goal is to truly understand our clients on a personal level and help them navigate life’s many changes.

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). We prioritize a team-based approach, which allows us to deliver 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. To learn more about Novi Wealth Partners or to get started on your financial journey, visit our website or connect with us on LinkedIn.



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