Innova Wealth Partners, LLC is an independent Registered Investment Advisor serving the Bucks County and greater Philadelphia area that focuses on educating our clients about financial planning, investment/risk management, and sustainable retirement income. We then work with them to implement plans & strategies to achieve their goals. Through evidence based investing, we help our clients generate and maintain wealth over time and empower them through retirement education so they have a greater feeling of ownership and confidence about their financial future.
Our mission is to deliver a wealth management solution at the intersection of sophisticated financial planning and evidence based investment management to maximize the probability of successful client outcomes.
William “Chip” Bromley Jr, CAIA®, AIF®
Chip is a principal and co-founder of Innova Wealth Partners. He is co-portfolio manager of several ETF strategies and is responsible for research and oversight of investment models. Prior to IWP, Chip was a co-portfolio manager of the ETF strategies at a $300 million regional independent investment advisor as well as a financial advisor. He is a graduate of Boston College, Carroll School of Management with a dual concentration in finance and information systems. Chip also holds the Chartered Alternative Investment Analyst designation as well as being an Accredited Investor Fiduciary.
Ian is a principal and co-founder of Innova Wealth Partners. He is a portfolio manager of all ETF strategies and oversees the firm’s research efforts and development of new investment models. Prior to IWP Ian co-managed several tactical ETF portfolios at a $300 million regional independent registered investment advisor designed to participate in rising markets and protect during recessions. Ian is a graduate of the University of Pennsylvania with a BA in economics.
Steve is Senior Vice President and is currently growing his niche market working with professional athletes and high net worth investors. His experience working with international athletes has allowed him to learn about the many intricacies and challenges that athletes and their families face both during their career as well as transitioning after their playing days are over. Prior to Innova, Steve worked for a regional RIA to offer his clients an expanded line of products and services and before that also worked for Morgan Stanley as a Financial Advisor. Steve started his career in finance as a Data Analyst with Bloomberg LP in Princeton, NJ. While there, he worked in the North America Fixed Income bond department, M&A group, and as a data liaison between sales teams and data product groups. Steve graduated from Temple University with a BS in 1995.
Jon Inzero, CFP®
Jon is a financial advisor and planner at Innova Wealth Partners. He is responsible for designing and implementing financial plans for the firm’s clients including cash flow analysis, budgeting, social security optimization, sustainable withdraw rates, and coordinating liquidation strategies to maximize each client’s probability of a successful outcome. Prior to IWP Jon was an associate financial advisor with Ameriprise Financial in Lawrenceville, NJ. Jon holds a BBA in international business and finance from the Fox School of Business at Temple University.