Network Of Fiduciaries That Specialize In Equity Awards
Connect With A Local Expert That Has The Experience To Maximize Your Returns
Network Of Fiduciaries That Specialize In Equity Awards
Connect With A Local Expert That Has The Experience To Maximize Your Returns
1
Complete a brief questionnaire so we can connect you with the advisor most qualified to assist you
2
View their qualifications, and availability on Calendly. Schedule a time that's convenient for you both
3
It's up to you to take the next step. The call is complimentary and we do not share your information
Experience. Results
Connecting NOVA is not a financial advisory firm
We are a local network of highly qualified fiduciaries who specialize in the complexities of equity compensation.
We thoroughly screen advisors based on experience, education & focus in this niche area.
Build a trusted relationship with an expert in your community.
Join the hundreds of NOVA professionals that have already made a connection
Advisor Connect
You will receive a confirmation email that includes the qualifications of the advisor most suited to assist you.
You will also receive a Calendly link in order to schedule a time that's convenient for you both. You can choose to meet by phone or over Zoom.
We do not share your information and you are under no obligation to work with an advisor. The call is complimentary.
(703) 303-5530
support@connecting-nova.com
11710 Plaza America Drive ◊ Reston, VA 20190
Frequently Asked Questions?
How Much Does This Cost?
Your initial meeting with an advisor is complimentary. And there is no obligation. However, if you decide to work with an advisor, they typically charge an annual management fee in exchange for their services.
Is There A Minimum Amount I Need to Invest?
The typical starting point for an experienced advisor is $100,000 in investable assets. That includes equity, stocks, bonds and cash between both taxable and tax deferred accounts.
Is Connecting NOVA An Advisory Firm?
No. We are a professional referral service focused on helping members of the community build trusted relationships with experienced local advisors.
Why Work With An Advisor?
Managing your own money can be time consuming and complex, particularly if you have equity awards. There is also an emotional component of managing your own wealth that can add additional challenges. An experience advisor can help you avoid the heartache of costly mistakes and greatly improve your returns. Your equity is one of your biggest assets — make sure you’re keeping as much of it as possible.