Founded by a team of experienced financial advisors, Novi Wealth Partners operates as an independent, fee-only registered investment advisor (RIA). The firm is built on the principle of acting as a fiduciary, meaning they are legally obligated to act in their clients' best interests. Their mission is to provide high-net-worth individuals, families, and business owners with clarity, confidence, and control over their financial lives through a holistic approach that integrates investment management with comprehensive financial planning, including tax, estate, and risk management strategies.

Founded in

United States