We Operate with Unwavering Honesty & Integrity
Achieve your financial goals through our customized wealth management and exclusive, high value private investment opportunities.
Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
A highly dedicated team, supported by our extensive network of trusted professionals,
Here's how we got started
The Begining
Our story begins in 2007, when we founded our third generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
We always put your interests first.
Our approach is rooted in intentionality. We collaborate closely with you to design and execute tailored, holistic outcomes that address your specific challenges.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
2024 Diversity, Equity, and Inclusion Report
- 2025
