Dakota
Dakota
Book a Demo
Talk to an Expert

Novi Wealth Partners

EST. AUM
$612,775,760

CONTACTS
6

CLIENT ACCOUNTS
1,001

Firm Details

Metro area Princeton
CRD Number 166539
Website noviwealth.com
Client types

Overview

Novi Wealth Partners, established in 1998, is a fee-only, independent financial advisory firm located in Princeton, New Jersey. Founded by William Dunn, the firm provides financial planning and wealth management services. Guided by core values of humility, integrity, excellence, entrepreneurship, and empathy, Novi Wealth Partners focuses on addressing clients' financial needs and goals. The firm's name, derived from the French words "Nos" and "Vies" ("our lives"), reflects its emphasis on comprehensive financial planning. Novi Wealth Partners is a member of the National Association of Personal Financial Advisors (NAPFA) and serves clients both locally and nationally.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy