Ryan Dunn
CFP®
Novi Wealth Partners
Wealth Manager
Ryan Dunn
CFP®
Novi Wealth Partners
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ryan Dunn, CFP®
Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country
Ryan 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, Ryan Dunn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
One of the greatest sources of satisfaction in my position at Novi Wealth Partners is to actively learn the art of being a good advisor from two fantastic mentors. Working with and for Bob Dunn and Ryan Vogel helps me to learn that being an advisor is not just about having experience and knowledge, but about having compassion and truly caring for the well-being of our clients.
On a day to day basis Ryan Dunn works closely with Bob Dunn and Ryan Vogel, the Senior Wealth Advisors, to help ensure that all of our clients’ plans and goals are executed and monitored properly. Ryan has the knowledge and skills to service all client accounts as well as provide answers to questions that clients may have. As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan prepares financial plans, supports in gathering the information for those plans, participates in portfolio investment discussions and communicates with our custodian, Charles Schwab, to ensure that all paperwork and information is being submitted in a timely and organized fashion.
Ryan earned his Bachelor’s Degree in Finance from Rider University and has been working for Private Wealth Management Group for nine years. He received his Paraplanner® designation, is a licensed Investment Advisor Representative (Series 65 license) and recently completed his CFP® designation. In his spare time, Ryan enjoys golfing, snowboarding, staying active and spending time with his fiancée, Alexa.
Ryan 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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Ryan 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.
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Ryan Dunn is a NAPFA AssociateThe 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.
Contact Ryan Dunn
Office Locations:
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512 Executive Dr
Princeton, NJ 08540
