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Novak & Powell Financial Services

EST. AUM
$305,936,638

CONTACTS
1

CLIENT ACCOUNTS
1,043

Firm Details

Metro area Tampa
CRD Number 112970
Website novakpowell.com
Client types

Overview

At Novak & Powell, their close-knit, collaborative team is dedicated to helping their clients pursue and achieve their goals by maintaining an open, transparent business model that puts their clients’ needs ahead of their own. While they are relatively young compared to the average advisory team, they have a wealth of experience. There is comfort in continuity, knowing that the firm’s principals, David Novak and Josh Powell, won’t retire before their clients do, and are young enough to be relatable to clients' twenty-something son or grandson – which is highly useful when it comes to multigenerational planning.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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