Matt Novak, CFP®

Managing Partner,

As a fiduciary, Matthew believes in always putting a client’s interest first. He specializes in creative estate planning for high net worth individuals. He also has a special interest in the real estate industry, holding a real estate license and focusing on 1031 Exchange and DST’s. Matthew received his Bachelors of Science in Finance from The Ohio State University Fisher College of Business and began his career in the financial services industry at Morgan Stanley. He currently lives in Hallandale Beach, FL, and enjoys spending his free time being active outdoors.

Phone (954) 541-5154