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.

Our History

What We Do.
Who We Do It For.

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.
Novem Group helps businesses find the perfect group retirement plan, employee insurance, and benefit plans that fit the needs of their company.

Awards

Let’s get in touch.
Contact us at any of our locations; Rochester, NY, Jupiter, FL, and Atlanta, GA.

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

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

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

Atlanta, GA Location
Novem Group
11175 Cicero Dr #100
Alpharetta, GA 30022

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

Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA 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. (7/21)

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.

2005

Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience. Together, they have put together a team of independent consultants that build the best possible benefits portfolio available.

2011

Bob took the investment side of the business to the next level and launched his own RIA (registered investment advisor), APFS Wealth Management, Inc. DBA Novem Group.

2014

Our growth continued with new on-site COBRA admin services, further streamlining the corporate experience.

2019

That brings us to right now. With nearly forty employees, our wealth management and employee benefits firms have the resources to focus on all aspects of your financial life, from individual investments to corporate benefits, from design and implementation to weathering the frequent state and federal legislative changes.