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Christopher P

ChFC®, Series 63, Series 65

Hancock, NY

Investment Advisor Group

Christopher Price is a financial advisor at Investment Advisor Group with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Advisor Group in 2021, he worked at The Investment Advisor Alliance LLC for 11 years. Mr. Price serves as a representative for the Town of Hancock, NY, on the Delaware County Local Development Corp, a non-compensated role focused on reviewing local business financing requests and supporting economic development. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with modern portfolio theory and offers regular performance reporting through an online portal, distinguishing its communication practices from many peers.

Cash flow / budgeting General tax planning General retirement planning Active portfolio management
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Paul K

Series 65

Hancock, NY

Investment Advisor Group

Paul Kohn is a financial advisor at Investment Advisor Group with 15 years of industry experience. He holds a Series 65 designation and previously worked at Investment Advisor Alliance from 2010 to 2021 before joining his current firm. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with clients’ goals, offering comprehensive planning and portfolio management using individual securities, mutual funds, ETFs, and selected third-party managers.

Cash flow / budgeting General tax planning General retirement planning Active portfolio management
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Eugene N

CFP®, Series 63

Saint Augustine, FL

Investment Advisor Group

Eugene Novitski is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Investment Advisor Group, where he has been since 2021. Prior to that, he spent six years at Investment Advisor Alliance and nearly four decades as a self-employed advisor at Resource Capital Services. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm manages approximately $72 million across 128 client relationships, emphasizing asset allocation and diversification aligned with modern portfolio theory.

Cash flow / budgeting General tax planning General retirement planning Active portfolio management
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