NovaR Wealth Advisors is the most recent independent investment advisory firm to leverage Dynasty Financial Partners' platform of integrated investment services and technology.
Financial advisors Timothy Rodgers (principal), Keith Osborne (vice president, financial advisor), Brian Fry (client services associate) and Billi Wood (office manager) all join NovaR Wealth Advisors from Wells Fargo.
The team collectively advises on more than USD400 million in client assets.
“Establishing NovaR Wealth as an independent firm allows us to best serve the individuals, professionals, entrepreneurs, business owners and executives who are our clients,” says Tim Rodgers, CEO of NovaR Wealth. “We are deeply committed to the Kansas City market and we remain dedicated to providing our clients with objective, transparent advice and investment counsel. With NovaR Wealth as an independent firm through Dynasty, we now have access to a much wider selection of financial resources.”
“Tim and his team have tremendous experience and an established presence in Kansas City. As an independent firm, they are committed to providing the best advice and investment solutions to their clients,” says Shirl Penney, president and CEO of Dynasty Financial Partners. “Dynasty is proud to be NovaR Wealth’s transition and growth partner and to add individuals of this quality to our Dynasty Network of truly independent advisors.”
NovaR Wealth selected Fidelity Investments to provide custody services for its clients, PKS to provide brokerage services and MarketCounsel as counsel for the initial launch and to manage its regulatory compliance programme.