A complete list of active advisors currently associated with Novak & Powell Financial Services, Inc.

Warmer can help you find a great advisor at Novak & Powell Financial Services, Inc. or one who fits your needs even better.

Novak & Powell Financial Services, Inc. provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. Financial and special-needs planning are offered as part of its investment advisory services, and the firm also provides tax planning and tax preparation to both advisory clients and other non-advisory clients. The firm follows a customized, interview-based process to determine client objectives and risk tolerance and constructs portfolios primarily with exchange-traded funds and open-end mutual funds rather than using model portfolios. NPFS emphasizes diversification and the minimization of fees as primary drivers, considers tax efficiency as a factor but not the overriding objective, and manages client accounts on a discretionary basis. Notably, NPFS operates from five branch offices across multiple states, an organizational footprint that is less common among similarly sized team firms, and principals actively perform tax preparation services for clients while tax-preparation revenue represents under 1% of firm income. The firm also discloses that it generally does not vote client securities (custodians send proxy materials directly to clients) and reports a prior registration timing issue involving a firm principal as its only disciplinary matter.

To learn more about the advisors currently working at Novak & Powell Financial Services, Inc., 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.