Andrew Novick, CFP, JD

Andrew Novick is a Certified Financial Planner with a law degree who provides fee-only investment management and financial planning through The Investment Connection, a firm he founded to serve individuals and families regardless of net worth, income, or investable assets. He has more than 20 years of experience and is a member of NAPFA and the XY Planning Network. Before retiring from law in mid-2026, his practice was limited to estate planning.

Novick works closely with clients through a personal, hands-on approach, starting with a getting-to-know-you conversation. Clients often come with questions about budgets, retirement timing, college savings, taxes, or estate planning. The firm offers a free consultation, and the team includes William Somers, CPA, an investment advisor representative who focuses on tax services for families, retirees, and small business owners. The firm is registered as an investment adviser in New Jersey, New York, and Pennsylvania.