Business Details
28 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1998, Novi Wealth Partners was established with a clear mission: to prioritize clients above all else. Our journey began when William Dunn, inspired by his experiences in the insurance industry, recognized the need for unbiased financial advice rooted in integrity. Over two decades later, we remain committed to delivering fee-only, independent guidance, guided by core values of Humility, Integrity, Excellence, Entrepreneurship, and Empathy. As a NAPFA member, we uphold the highest industry standards, offering comprehensive financial planning that addresses estate planning, tax strategies, retirement goals, and investment management. Our team of certified professionals brings decades of combined experience, ensuring personalized solutions that evolve with clients' changing lives. We specialize in behavioral investing, sophisticated portfolio rebalancing, and tax-efficient strategies designed to maximize returns while minimizing risks.With offices in Princeton, New Jersey, we serve clients nationwide, providing quarterly performance reports and maintaining transparent communication throughout the client journey. Our evidence-based approach focuses on global diversification, disciplined asset allocation, and long-term wealth preservation. We measure success by our clients' financial security and their ability to achieve life's aspirations through tailored wealth strategies. Our employee-owned structure ensures conflict-free advice, with every decision made in clients' best interests. Through continuous monitoring and adaptive planning, we help clients navigate market volatility while maintaining focus on their personal and family goals.
Services
Wealth Management
Comprehensive Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Investment Management
Portfolio Design
Insurance Planning
Education Planning
Philanthropy Planning
Details
- Year established: 1998
Highlights and features
- We are 100% fee-only fiduciaries with no sales commissions
- Our NAPFA membership ensures adherence to highest industry standards
- Decades of combined experience in behavioral investing strategies
- Customized, non-proprietary solutions tailored to individual needs
- Comprehensive tax-managed trading and asset location expertise
Associations and certifications
- NAPFA
What people say
Personalized service
Knowledgeable advisors
Comprehensive planning
Adaptive strategies
Long-term focus
Services
Wealth Management
Our wealth management services create customized investment portfolios aligned with individual financial goals and risk tolerance. We implement evidence-based strategies focusing on global diversification, strategic asset allocation, and tax-efficient implementation. By combining behavioral investing principles with sophisticated rebalancing techniques, we help clients preserve and grow wealth while maintaining disciplined investment approaches through market cycles.
Comprehensive Financial Planning
We develop complete financial roadmaps covering retirement, tax, estate, and education planning needs. Our approach considers all aspects of financial security to create integrated strategies that evolve with life changes. Through regular monitoring and quarterly performance reporting, we ensure clients stay on track to achieve both short-term objectives and long-term aspirations while maintaining flexibility for changing circumstances.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic asset location and tax-managed trading. We optimize portfolio structures based on individual income levels and tax brackets, utilizing specialized software to maximize after-tax returns. By integrating tax considerations into all investment decisions, we help clients retain more of their hard-earned wealth while maintaining compliance with evolving tax regulations.
Estate Planning
We assist clients in developing comprehensive estate plans that ensure smooth wealth transfer to future generations. Our approach considers legacy aspirations, philanthropic goals, and family needs while implementing strategies to minimize estate taxes. Through coordinated planning with legal and tax professionals, we help create enduring financial legacies aligned with clients' personal values and objectives.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams while managing longevity risk. We develop personalized strategies considering pension options, Social Security optimization, and withdrawal sequencing to maximize retirement income. Through regular portfolio adjustments and market monitoring, we help ensure financial security throughout retirement years while maintaining flexibility for changing life circumstances.
People
William Dunn
Founder
William Dunn established Novi Wealth Partners in 1998 after recognizing the need for unbiased financial advice. His vision created an employee-owned firm committed to fee-only fiduciary services, prioritizing client interests above industry norms through decades of dedicated service.
Robert Dunn
President, Managing Partner
As President and Managing Partner, Robert Dunn leads strategic direction while maintaining hands-on client relationships. With CFP certification and extensive industry experience, he ensures the firm's continued commitment to independent, conflict-free financial guidance.
Ryan Vogel
Chief Planning Officer, Partner
Ryan Vogel, CFP professional and partner, specializes in comprehensive financial planning. He develops customized strategies addressing clients' complex needs, focusing on long-term wealth preservation and retirement income solutions through evidence-based methodologies.
Mario Nardone
Chief Investment Consultant
As Chief Investment Consultant, Mario Nardone, CFA, oversees portfolio management strategies. He implements disciplined investment approaches using advanced analytics to optimize client portfolios while maintaining alignment with individual risk profiles and financial objectives.
Brenden Leese
Wealth Manager
Brenden Leese, CFP and ABFP professional, provides personalized wealth management solutions. He focuses on creating tailored financial plans that address clients' unique circumstances, combining technical expertise with empathetic client service.
Questions
What makes Novi Wealth Partners different from other financial advisors?
We are 100% fee-only fiduciaries with no sales commissions, employee-owned to eliminate conflicts of interest, and NAPFA members committed to highest industry standards.
What services do you offer?
We provide comprehensive financial planning, wealth management, retirement planning, tax strategies, estate planning, and investment management tailored to individual client needs.
How are your investment strategies developed?
Our strategies combine behavioral investing principles, global diversification, strategic asset allocation, and tax-efficient implementation customized to each client's unique financial situation and goals.
Do you work with clients outside New Jersey?
Yes, we serve clients nationwide through virtual meetings and digital communication while maintaining our Princeton, New Jersey headquarters.
How often do you review investment portfolios?
We monitor portfolios daily and provide quarterly performance reports, with regular client meetings to review progress and adjust strategies as needed.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners, Chartered Financial Analysts, and Enrolled Agents with decades of combined experience in comprehensive financial planning.
