Founded in 1998, Novi Wealth Partners was born from a vision to put the client first—a stark departure from the prevailing industry norms. Our founder, William Dunn, spurred by his experiences in the insurance industry, saw a profound need for financial advice that was not only unbiased but also deeply committed to the client's best interests. This vision gave rise to a firm that prides itself on offering fee-only, truly independent financial guidance.

From the outset, our core values—Humility, Integrity, Excellence, Entrepreneurship, and Empathy—have been the bedrock of our operations. These principles not only guide our interactions with clients but are also woven into the very fabric of our daily work.

In a significant shift from our original moniker, Private Wealth Management Group, we embraced a name that resonates more with our philosophy. "Novi" is derived from the French words "Nos" and "Vies," meaning "our lives." This change reflects our commitment to comprehensive financial planning that centers around the complex, vibrant lives of our clients and their dreams.

Located in the heart of Princeton, New Jersey, we continue to serve a diverse clientele both locally and nationally. As members of the prestigious organization NAPFA (National Association of Personal Financial Advisors) we uphold the highest standards of service and expertise.

At Novi Wealth Partners, we are dedicated to guiding you through your financial journey with personalized care, always upholding our promise to put your interests first.