Robert Dunn
Certified Financial Planner™ | Helping Princeton Area Families & Business Owners Build Wealth | Fee-Only Fiduciary
- Role
- President and Managing Partner at Novi Wealth Partners
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Robert Dunn
Bob Dunn, CFP® – President, Novi Wealth PartnersI’ve spent more than 26 years helping families, business owners, and professionals in Princeton, NJ and across the country, achieve financial confidence and peace of mind. As a Certified Financial Planner™, I know that true wealth is not just about money—it’s about the freedom, security, and opportunities it creates for you and the people you love.My path into financial planning began with a simple belief: people deserve clarity and guidance in a world where money often feels overwhelming. At Novi, I lead a team dedicated to simplifying complexity, aligning financial strategies with life goals, and being the trusted partner our clients can count on for every major decision.How I help clients: •Comprehensive financial planning – bringing all aspects of your financial life into one coordinated plan •Retirement income planning – designing sustainable strategies to protect your lifestyle in retirement •Investment management – building tax-efficient portfolios tailored for long-term success •Tax planning strategies – reducing hidden costs and keeping more wealth in your hands •Estate planning coordination – protecting your family’s future and legacyMany of my clients first come to Novi feeling scattered—multiple accounts, uncertain retirement timelines, or paying fees they don’t fully understand. One Princeton-area couple came to us overwhelmed and unsure if retirement was even possible. By consolidating their accounts, streamlining investments, and building a step-by-step plan, we helped them retire five years earlier than expected. Stories like these are why I do this work—they show the real impact of planning done right.When I’m not guiding clients, you’ll often find me enjoying time with family, with my wife Stephanie watching one of my two boys participate in activities they love, playing in the great outdoors, or exploring ways to keep growing—because just like my clients, I believe life is about continuous progress.Get started for free:My weekly newsletter breaks down what’s happening in the world, what it means for your finances, and what you should do about it in just 5 minutes a week. I’ll be here when you need more personalized advice.Credentials & Experience: • Certified Financial Planner ® • NAPFA member (National Association of Personal Financial Advisors) • Mercer County Estate Planning CouncilReady to gain clarity and confidence with some help from Novi Navigators? Start your Wealth Journey today, connect with or visit noviwealth.com to learn more.
Experience
President and Managing Partner
Jan 2013 — Present · Princeton, NJ, US
Provide comprehensive fee-only financial planning and investment management to over 230 clients across the United States- Specialize in retirement planning, tax-efficient investment strategies, and estate planning coordination for families and business owners- Lead team of 10 CFP® professionals and financial service experts managing $600+ million in client assets under management- Develop holistic wealth management processes focusing on what money can do for clients and their families- Member of NAPFA (National Association of Personal Financial Advisors) and Financial Planning Association
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