A complete list of active advisors currently associated with Novadius Wealth Management

Warmer can help you find a great advisor at Novadius Wealth Management or one who fits your needs even better.

NovaDius Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations and retirement plan fiduciaries, including 401(k) and pension consulting with participant education and enrollment meetings. Services include discretionary portfolio management, goals-based forecasting, and standalone financial planning or consulting engagements. The firm uses a global strategic asset allocation framework implemented predominantly through exchange-traded funds (ETFs), constructing model portfolios that range from conservative to aggressive and that can be customized to client objectives. NovaDius manages roughly $168.2 million in client assets, primarily on a discretionary basis, and may employ option overlay strategies, individual securities, annuities and alternative or digital-asset investments for qualifying clients. Noteworthy distinctions include a wholly owned insurance brokerage subsidiary, ETF Store Financial Services LLC, through which insurance products are placed and for which related compensation is received and disclosed, creating potential conflicts the firm says it manages through disclosure and internal policies. The firm also produces investor-education content (podcasts such as ETF Prime and Crypto Prime), offers client and plan-participant workshops, and has a third-party content partner to handle podcast advertising to reduce direct solicitation conflicts.

To learn more about the advisors currently working at Novadius Wealth Management, 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.