A New Era of Financial Confidence
Novera Financial Group serves individuals and families throughout Western Pennsylvania with offices conveniently located in Pittsburgh (Fox Chapel area) and Ebensburg. We specialize in working with those who are retired or planning to retire soon, focusing on key concerns such as strategic income planning, risk management, and insurance solutions. We believe every retirement journey deserves a plan built on trust, clarity, and purpose. Our mission is simple but powerful: to help you protect and preserve your wealth so that you can live without worry in retirement.
HER Wealth by Novera
Novera Financial Group has a curated space for women navigating life’s financial transitions. Whether rebuilding after loss, reclaiming control after divorce, stepping into retirement, or simply ready to take ownership of your wealth, you belong here.
Our Services
RETIREMENT STRATEGY & RISK
Our organization prides itself on providing retirement strategies to Western Pennsylvania and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Income Planning
At Novera Financial Group, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation.
Let’s make your retirement strategy smarter and more efficient.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.*
TAX STRATEGIES
One part of building your retirement is estimating your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize to take into account taxation.**
GENERATIONAL VAULT
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
*Novera Financial Group does not provide legal advice, and you should consult an attorney for such advice.
**Novera Financial Group does not offer tax planning services
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.