Helping You Plan For Your Future

It’s time to start investing in your future. Novem Group has the flexibility and expertise needed to develop innovative, comprehensive solutions and wealth management strategies that yield the best results. We consistently invest in people, technology, and processes to remain at the leading edge of the investment industry. Our Rochester location alone has thirty financial advisors managing over 25,000 accounts and $1 billion in assets.

Our Investment Philosophy

Our investment philosophy is based on the tenet that it is critical to prepare your portfolio not just for today, but for where the economy and markets are headed. To help us meet this demand, your portfolio will be specifically designed to contain core holdings that meet your risk tolerance and time horizon. Purpose-built, tactical strategies with clear objectives are added and continually managed to steer your entire portfolio toward its intended target.

Giving You Peace of Mind

Life Insurance

Health Insurance

Long-Term Disability Insurance

Long-Term Care Insurance

Retirement and Estate Planning

Our team has the skills and experience to build your retirement portfolio, giving you the confidence that when it’s time for you to retire, you will be financially secure. Our firm manages all IRA accounts under a fee arrangement and adheres to a disciplined fiduciary investment process.

Similarly to planning your retirement, preparing an estate plan is one of the most important things you can do to ensure your loved ones have a secure financial future. Our advisors will work with you to lay out a plan that helps you maximize your assets while providing you with the cash flow you need to live comfortably.

Riskalyze Portfolio Analysis

How risk-averse are you as an investor? Your investment portfolio will ultimately reflect your risk tolerance. Your financial advisor should be asking you this question to get a clear vision of the types of investments that suit you best.

For an easy look at how your risk tolerance and current investments align, click here.

Log Into Your Account

Looking for a financial advisor that has your best interests in mind?
Contact Novem Group 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., Member: FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc., and Novem Group is notice-filed in the following states: AZ, CA, CO, DC, FL, GA, IL, MD, MA, NE, NH, NJ, NY, NC, OH, PA, SC, TX, UT, VA. See individual’s bio page for applicable disclosures and firm affiliations.