Financial Guidance, Right Here in Newtown
Innova Wealth Partners is a fee-only Registered Investment Adviser based in Newtown, Pennsylvania. With deep roots in Bucks County, our team helps individuals and families make informed financial decisions as they prepare for and live in retirement.
We believe good financial advice should make your financial life easier to understand, not more complicated. We take the time to understand your priorities, explain your options in plain language, and help you see how individual decisions fit into your bigger financial picture.
Our roots are local, but our perspective isn't limited by geography. We work with clients in Bucks County, the greater Philadelphia area, and beyond.
How We Help
At Innova Wealth, financial planning often involves several interconnected areas. We’ve provided a brief overview below with links to more detailed information about how we can help.
Financial Planning
Bring your financial goals, resources, and decisions together into a coordinated strategy.
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Retirement Planning
Understand when you can retire, how much you can spend, and how to create sustainable retirement income.
Explore Retirement Planning →
Investment Management
Build and manage an investment portfolio aligned with your goals, time horizon, and risk tolerance.
Explore Investment Management →
Tax Planning
Consider how taxes affect financial decisions before and during retirement.
Explore Tax Planning →
What Does Fee-Only Mean?
How your financial advisor is compensated matters. Innova Wealth Partners is a fee-only Registered Investment Adviser. We are compensated directly by our clients for investment advisory and financial planning services and do not receive commissions from the sale of financial products. We’ve created a plain-language explanation of what that responsibility means and why it matters when choosing a financial advisor.
Financial Advice Should Help You Understand Your Money
Education is central to how we work with clients.
We don’t believe financial planning should happen behind a curtain. We want clients to understand what we’re recommending, why we’re recommending it and how different decisions can affect their overall financial plan.
That philosophy is reflected in Innova’s PROMISE process: Prepare, Research, Outline, Measure, Implement, Simplify and
It’s a structured approach designed to move from understanding where you are today to building, implementing and maintaining a financial strategy for the future.
A Financial Advisory Firm with Bucks County Roots
Innova Wealth Partners was founded in Bucks County and is based in Newtown, PA. Our connection to this community is part of who we are, but so is the belief that good financial planning should extend beyond a client’s ZIP code.
Retirement can involve decisions about where to live, when to stop working, how to support family, how to manage taxes and investments, and how to use the resources you’ve accumulated over a lifetime. Our role is to help clients understand those decisions and how they fit together.
For clients who value education, collaboration and a long-term financial planning relationship, our Newtown team provides a place to have those conversations and build a strategy around what matters most to you.
Meet the Innova Wealth Partners Team
A financial plan is personal, and the relationship with the people helping you build it matters.
Learn more about Innova’s financial advisors, their backgrounds and the experience they bring to client relationships.
Looking for a Financial Advisor in Newtown?
If you’re approaching retirement, already retired or looking for a more coordinated approach to your financial life, we’d be happy to start with a conversation.