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About Novem Group
With a strong client focus and a results-driven approach, Novem Group offers individuals comprehensive investment and financial advice. They stand out for their capacity to tailor solutions to various circumstances, continuously investing in people, technology, and processes to remain at the forefront of the investment industry.
As a four-time honoree on the Top 100 Companies list of Rochester, New York, Novem Group's independence allows them to objectively assess each client's situation, ensuring tailored solutions that align with their goals.
For individuals seeking wealth management services, Novem Group excels in retirement planning, portfolio building, and long-term financial preparation. Their commitment to investing in innovation and expertise empowers them to remain leaders in the industry.
With a team of thirty financial advisors managing over $1 billion in assets at their Rochester location alone, Novem Group's investment philosophy is grounded in preparing portfolios for economic and market trends, with a focus on core holdings aligned with risk tolerance and time horizons. Their strategies steer portfolios toward their intended targets, providing clients with a solid foundation for their financial future.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Estate Planning
- Asset Management
More about Novem Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158964 | 57 |
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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 Novem Group.