A complete list of active advisors currently associated with NOVA FINANCIAL SERVICES
Warmer can help you find a great advisor at NOVA FINANCIAL SERVICES or one who fits your needs even better.
Nova Financial Services is an SEC‑registered investment adviser that serves individuals, trusts, pension and profit‑sharing plans, and corporate clients with asset management, financial planning, pension consulting, and referrals to third‑party money managers. The firm offers both discretionary and non‑discretionary portfolio management and provides written financial plans or consultations on a project basis. The firm’s process begins with client meetings to assess goals, risk tolerance and resources, followed by ongoing monitoring and periodic rebalancing of accounts (managed accounts are reviewed at least quarterly and clients are contacted at least annually). Nova recommends a limited selection of investments—mutual funds, ETFs, individual equities and fixed‑income—and uses fundamental, technical and quantitative analysis, while noting potential conflicts associated with asset‑based fees and advisor compensation structures. Nova’s brochure discloses several industry affiliations and revenue relationships that distinguish it from many peers: an affiliation with NOVA Home Loans that produces mortgage client referrals, advisory affiliates who are licensed insurance agents and may sell commissionable insurance products, and financial professionals who may be associated with a broker‑dealer; it also accepts fee sharing from some third‑party money managers. The firm further discloses receipt of non‑cash benefits and support from its custodian (including transfer‑fee reimbursements and technology, research and marketing assistance) and includes participant education as part of its pension consulting services.
To learn more about the advisors currently working at NOVA FINANCIAL SERVICES, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse NOVA FINANCIAL SERVICES's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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