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What's in a Name?

Innovative ~ Introducing new ideas; original and creative in thinking.

Our name, Innova Financial, is derived from innovative, which is how we approach our clients’ personal and financial goals. From wealth management to taxation, our diverse services and dynamic team of professionals stand out from the majority of conventional firms. Our interdisciplinary approach is designed to address your varied financial needs, goals, and dreams, wherever life may lead you along the way.

We look beyond a client’s assets to ensure their strategies encompass their dreams, aspirations, and what they would accomplish if they were more financially flexible. Through our work together, we seek to coordinate your strategies and simplify your financial needs so you can focus on your passions and goals. Contact us today to get started.