Novi Wealth Partners

Novi Wealth Partners is a financial services firm based in Princeton, New Jersey. Established in 1998 as Private Wealth Management Group, the company employs 15 people and generates $2.5 million in annual revenue. Novi Wealth Partners provides a comprehensive range of financial services, including financial planning, investment management, tax planning, retirement planning, estate planning, risk management, and concierge-level wealth management. Their client base spans both local and national markets. The firm distinguishes itself as a Fee-Only™ financial advisor, meaning they operate transparently without receiving commissions or compensation from product providers. Novi Wealth Partners boasts a team of four CERTIFIED FINANCIAL PLANNER® practitioners, who are members of both the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), ensuring clients receive expert guidance. Those interested in staying informed about the latest financial insights can subscribe to Novi Wealth Partners' newsletter at www.noviwealth.com/subscribe-to-our-newsletter.