# Nova Financial Services

Nova Financial Services is a Bank / Wealth / Trust based in Tucson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** 1630 E. River Road, Suite 212, Tucson, AZ 85718, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** yourfuturebynova.com
- **LinkedIn:** https://www.linkedin.com/company/nova-financial-services

## Regulatory record

- **CRD number:** 150148
- **SEC file number:** 801-79612
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150148

## About

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. 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.

## Offices

- Scottsdale, AZ
- Colorado Springs, CO

## Questions

### What is Nova's footprint in alternative investments?

The firm does not publicly discuss allocations to private equity, venture capital, hedge funds, or direct co-investments. Its disclosed services center on portfolio management, retirement planning, estate planning, insurance placement, and educational planning — all framed around publicly traded securities and insurance products.

### How does Nova's insurance agency fit with its investment advisory business?

Nova operates Nova Insurance Services as an independent agency side by side with its RIA. This allows it to place life, health, disability, and property/casualty policies while also managing client investment portfolios. The dual model is designed to provide what the firm calls a one-stop source for financial and insurance needs.

### In which states does Nova maintain physical offices?

Nova has three offices: its corporate headquarters in Tucson, Arizona; a Scottsdale, Arizona location; and a Colorado Springs, Colorado location. The firm states it works with clients in all 50 US states and other countries.

### Who leads investment decisions at Nova Financial Services?

Nova does not name any executives, portfolio managers, or investment committee members on its public website. No leadership or advisory-team bios are available as of the date of this profile.

## Related profiles

- [Novae Terrae Capital](https://altss.com/profile/novae-terrae-capital)
- [Nova Fleet](https://altss.com/profile/nova-fleet)

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Last updated: 2026-08-11T02:43:31.692Z

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