FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Novare Capital Management
Novare Capital Management, founded in 1999 by William G. Baynard, Jr. and Don E. Olmstead, is a client-focused investment advisory firm dedicated to purpose-driven individuals. Their team of 23 professionals is passionate about building relationships and addressing individual financial needs.
Novare emphasizes a holistic approach to financial planning, collaborating with professionals like CPAs and estate planning attorneys to create comprehensive strategies. Each portfolio is tailored to individual goals, focusing on quality investments, risk management, and diversification.
Direct access to the firm ensures timely responses and online account access, providing clients with a private and confidential atmosphere. Tax efficiency is a core consideration to enhance long-term financial well-being.
Novare Capital prioritizes ethical business practices, transparency, and professional development. They operate as fiduciaries, legally bound to prioritize clients' interests. Registered with the SEC, they maintain open discussions on potential conflicts of interest and adhere to the ethical standards of CFP® and CFA designations.
Their commitment is to serve individuals and families by integrating personalized investment management with focused financial planning. Whether clients are planning for retirement, career changes, or family expansion, Novare collaborates to optimize wealth straightforwardly and comprehensively. With a personalized approach, they construct tax-efficient investment plans aligned with clients' unique goals and financial circumstances.
Pricing options
Regulatory filings
Areas of specialty
- Fixed-Income Management
- Cash Flow and Retirement Planning
- Equity Strategies
- Trust and Estate Review
- Financial Education
- Alternative Investments
More about Novare Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 117949 | 17 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Novare Capital Management.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Novare Capital Management.