A complete list of active advisors currently associated with Novi Wealth Partners

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

Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and select corporate or retirement plan clients. The firm manages roughly $612 million across about 270 client relationships and is staffed by seven CFP practitioners, each of whom is a member of NAPFA. Its investment process is asset‑allocation first and planning‑driven: clients complete a FinaMetrica risk questionnaire, an investment policy statement is documented, and portfolios are implemented primarily through Schwab and SEI platforms with ongoing rebalancing. Portfolios emphasize a passive core while intentionally overweighting small‑cap and value equities, incorporating alternatives such as global real estate and commodities, and favoring higher‑quality, shorter‑duration fixed income with attention to tax‑sensitive asset location. Noteworthy features include the firm’s comparatively large team of CFPs operating under NAPFA fee‑only standards and the use of standing letters of authorization that the firm treats as deemed custody under SEC guidance, with related compliance procedures. Novi Wealth also routinely uses third‑party sub‑advisors and proprietary screening in selecting funds, and it leaves proxy voting to clients rather than voting client securities on their behalf.

To learn more about the advisors currently working at Novi Wealth Partners, 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.