Robert Dunn
CFP®
Novi Wealth Partners
President, Managing Partner
Robert Dunn
CFP®
Novi Wealth Partners
President, Managing Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Dunn, CFP®
Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country
Robert Dunn is a Princeton, NJ fee-only financial advisor serving clients locally and across the country. Novi Wealth Partners provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Dunn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them. Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities.
As President and Managing Partner of Novi Wealth Partners, Bob’s conviction to excellence and integrity leaves no doubt where his clients stand in the relationship, first.
Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares.
Prior to Novi Wealth, Bob was in the hospitality business. He was fortunate to have had the opportunity to guide a dedicated team of faithful locals in turning a half vacant grocery store into a bustling, high-end, gourmet food and wine store. Through their mutual efforts the business grew 10 fold in 4 years and became a hub and destination for the Greater Princeton, New Jersey area.
Bob and his wife, Stephanie, are proud parents of two boys; Bode and Ty. They all enjoy skiing, team sports and their local park. Bob stays very active in his boys’ athletic activities as head coach for multiple teams. Bob also enjoys cycling the beautiful roads of Hunterdon County, New Jersey.
Bob’s professional affiliations include service on the Advisory Board for the Bank of Princeton, New Jersey and membership to the following organizations: Mercer County Estate Planning Council, The National Association of Personal Financial Advisors (NAPFA/Fee-Only Advisors).
Robert Dunn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Dunn is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Dunn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Robert Dunn
Office Locations:
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512 Executive Dr
Princeton, NJ 08540
