Overview

NOVA Wealth provides tailored wealth management and financial planning for clients with complex needs by combining technology-enabled services with one-on-one advisers, plus offering financial coaching through employers. Clients work with a matched adviser online, by phone, or in person to create personalized plans centered on retirement, family needs, and investment growth, with ongoing advisory fees of 0.75% of assets (plus minimums) and additional platform/fund fees of about 0.10–0.15%. It sets itself apart by offering bespoke planning rather than in-house funds, using a hybrid model, and by holding a B Corp certification for social and environmental performance. Its goal is to make high-quality financial advice more accessible and tailored, helping clients achieve long-term goals through thoughtful, sustainable investing.