Novus Wealth Ad­vi­sors

A fi­nan­cial ad­vi­sor doesn’t have to be a rocket sci­en­tist. But for Brett Ram­sey, owner of Novus Wealth Ad­vi­sors with three lo­ca­tions in the greater In­di­anapo­lis, IN area, ac­tu­ally be­ing one turned out to be a big boost. “It is a bit of an un­usual back­grou

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Rocket Sci­en­tist Be­comes Fi­nan­cial Ad­vi­sors

Ram­sey worked at NASA while earn­ing his bach­e­lor’s de­gree in me­chan­i­cal and aero­space en­gi­neer­ing be­fore work­ing another decade in man­u­fac­tur­ing for Gen­eral Elec­tric Company. While work­ing on his masters at Duke, a class­mate who worked at GE Cap­i­tal of­fered Ram­sey a job in the fi­nan­cial ser­vices in­dus­try. He took it, and be­gan sales and mar­ket­ing for a large, na­tional in­surance company.

That ex­pe­ri­ence proved to be a pro­duc­tive lab­o­ra­tory. Ram­sey dis­cov­ered that he was more in­ter­ested in work­ing as an in­de­pen­dent fi­nan­cial prac­ti­tioner than as a sales­man dis­tribut­ing fi­nan­cial prod­ucts through a na­tional net­work. In 2002, he earned his li­cense and launched his own firm, Novus Wealth Ad­vi­sors, pro­vid­ing wealth ad­vis­ing, in­surance ser­vices and re­tire­ment plan­ning.

Ram­sey knew there was am­ple ter­ri­tory to ex­plore – es­pe­cially in the at­mos­phere of the se­nior mar­ket. He finds that far too many older Americans are float­ing adrift with­out any­thing to get them where they need to be.

“With my ex­pe­ri­ence in the in­surance side of things, I ran into two types of peo­ple: Those who al­ready were well es­tab­lished fi­nan­cially and had the means to main­tain their life­style in re­tire­ment, and those who were not. I re­al­ized I could help some of them, even though it is re­ally dif­fi­cult for some­one in their 70s to make up that much ground to solve fi­nan­cial prob­lems. So I made an in­ten­tional decision to start work­ing with peo­ple ear­lier in the re­tire­ment process.”

And this is where his ca­reer as a fi­nan­cial ad­vi­sor has set­tled into or­bit. He works with em­ploy­ers, pro­vid­ing ed­u­ca­tion to their em­ploy­ees re­gard­ing re­tire­ment ben­e­fits and the re­tire­ment process. Ram­sey’s ap­proach isn’t de­signed to meet the needs of high net worth in­di­vid­u­als, fo­cus­ing in­stead on the fi­nan­cial needs of folks from mid­dle class Amer­ica.

This is the sec­tor where he in­tends to re­main, by in­creas­ing his firm’s work site ed­u­ca­tion ini­tia­tive through em­ploy­ers.

“We are 12 years into this – and we have re­ally fig­ured out who it is that we help,” Ram­sey said. “We help peo­ple in that space prior to re­tire­ment. Work site ed­u­ca­tion al­lows us to come in, meet more peo­ple, and start work­ing with them much ear­lier in their re­tire­ment plan­ning cy­cle, as­sist­ing them to make th­ese im­por­tant life de­ci­sions.”

Novus Wealth Ad­vi­sors 9465 Coun­selors Row In­di­anapo­lis, IN 46240

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