Tony Novak is an accountant based in the Delaware Valley region area with more than 25 years experience providing specialized online services to individuals, small business and non-profit clients in all 50 states and DC.
In February 1987 Novak left Drexel Burnham Lambert – the most powerful firm on Wall Street at that time – to set up a small private practice as a Registered Investment Adviser in Doylestown, Pennsylvania and that later grew to a five person financial planning practice in Narberth, Pennsylvania. In 2010 Novak founded non-profit BaySave Corporation to promote environmental recovery efforts along the New Jersey bayshore. He now operates as an independent Certified Public Accountant registered in Wilmington Delaware and serves on the board of several non-profit organizations operating throughout the tri-state area. He helps successful small business owners and select individuals by providing customized financial management services.
This individual and non-profit wealth management practice grew from the needs expressed by clients for a wider range of services that are not commonly offered by other accounting firms and financial advisers serving small non-profit organizations. Services include support for automation of accounting and compliance systems, business capital and crowdfunding, alternative risk management strategies, due diligence for alternative investments, fiduciary services, grants and tax compliance.
Delaware state CPA license to practice #CC0009369. More information is available at www.tonynovak.com.