Rochester, NY
Jupiter, FL
Atlanta, GA
Novem Group logo
Let us help you
plan for your future

Client focused.

Results Driven.

Plan Your Future.

Individuals and businesses alike trust Novem Group to provide sound investment and financial advice. Our practice has the flexibility and expertise to design comprehensive solutions for a variety of circumstances. We have the foresight to consistently invest in people, technology, and processes to ensure we retain our position at the leading edge of the investment industry.

For four years in a row now, Novem Group has been recognized as one of Rochester’s Top 100 companies. As an independent firm, we’re able to review your situation objectively when designing a solution to help achieve your goals.

Look up our advisors on FINRA’s BrokerCheck!

Our History

1994
2001
2008
2011
2018
2022

What We Do.
Who We Do It For.

Individuals
Individuals turn to Novem Group for experienced, dedicated, and industry leading wealth management services. Helping you plan for your retirement, build a strong financial portfolio, and prepare for your future, is what we do best.
Companies
Novem Group helps businesses find the perfect group retirement plan, and shoulders some of the administrative and fiduciary burdens employers face today. Let your retirement plan + our education process position your employees to be successful today – and in retirement!

Awards

Rochester Top Chamber 2016
Top Work Places 2019 Award
Top Work Places 2019 Award
Top Work Places 2019 Award
Top Work Places 2018 Award
Top Work Places 2018 Award
Top Work Places 2017 Award
Rochester Top 100 Chamber 2017 Award
Top Work Places 2017 Award
Top Work Places 2016 Award
Rochester Top Chamber 2016
Rochester Top Chamber 2016
Rochester Top Chamber 2016

Let’s get in touch.
Contact us at either location; Rochester, NY or Jupiter, FL

Rochester, NY Location
Novem Group
350 Linden Oaks #140
Rochester, NY 14625

P: 585-348-9525
F: 585-348-9513
E: info@novemgroup.com

Get Directions

Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458

P: 561-623-5492
E: info@novemgroup.com

Get Directions
Business Hours:
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed
Google

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory) and Novem Group. Please refer to FINRA BrokerCheck for your representative’s firm affiliations. Novem Group is independent of OWI and OAS. Any opinions expressed in this forum are not the opinion or view of Novem Group, OWI, or OAS, and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (10/24)

1994

Novem Group was founded by Robert Bartolotta in Rochester, NY to offer financial and insurance planning to individual clients. The company quickly expanded to include employee benefits, allowing individual clients to bring their business needs to the firm.

2001

American Portfolios Financial Services, of which Bob was a founding member, officially launches as a broker-dealer.  This new designation allowed Advisors to continue putting the Client first, without being captive to any specific investment company. 

2008

Charlie Herendeen leaves a long tenure with a national retirement and benefits consulting & administration company to join Novem Group as Managing Director of Retirement Plan Services. Under Charlie’s leadership, the retirement division sees unprecedented growth.

2011

Bob takes the investment side of the business to the next level and launches his own RIA (Registered Investment Advisor firm), APFS Wealth Management, Inc. DBA Novem Group. The firm would later simply become “Novem Group.”

2018

Novem Group expands, opening a satellite office in Jupiter, Florida.  Although already available to clients nationwide digitally, this new office allows for in-person consultations with Florida clients. 

2022

Bob, now the Chief Executive Officer and Chairman of the Board at Novem Group, nominates Patrick Manuel to fill the role of President. Hired from a successful sales leadership position in 2014, Pat’s integrity, work ethic, and vision support the growth of Novem Group and will continue shape the firm for years to come.