Nova Financial Services

Nova Financial Services

The firm set up in 2009 as a full-service Registered Investment Adviser in Tucson, adding offices later in Scottsdale and Colorado Springs. Its publicly stated footprint covers clients in every US state and select international jurisdictions, though it does not disclose a founding family or named principal responsible for its origin. Nova structures its offering around fee-based portfolio management, retirement planning for individuals and companies, estate and tax planning, educational planning, and managing foundations and endowments. On the insurance side — operated as Nova Insurance Services — it acts as an independent agency representing multiple carriers for life, health, disability, property/casualty and annuity placement. The firm presents itself as a one-stop source that compares policies across carriers, though it names no specific portfolio holdings, direct co-investments, or private-market positions publicly. The firm maintains three physical offices across Arizona and Colorado. It has received local recognition as an Arizona Daily Star Reader’s Choice Award finalist for Best Financial Advisor in 2023 and 2024, and was a Copper Cactus Small Business Award nominee in 2015. In the absence of publicly named leadership, team size, or AUM, external signals — including the portfolio management tools page marked “Coming Soon” — point to a client-advisory practice built on personal relationships rather than institutional scale. What sets Nova apart structurally is its twin registration as an RIA and a multi-carrier independent insurance agency under one roof. That hybrid advice-and-distribution model is common among Main Street planning shops but rare among family offices and institutional allocators. The firm does not disclose any separate philanthropic vehicle, GP stakes, or alternative-investment platform, making it an advice-first rather than capital-formation-first entity.