Advisors at this firm
William B
Series 63, Series 65
Newtown, PA
Innova Wealth Partners, LLC
William Bromley is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Innova Wealth Partners since 2013. Outside of his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of ETFs, mutual funds, and sub-advisory services, and offers fee-based educational retirement courses and workshops.
Kyle B
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Kyle Bruner is a financial advisor at Innova Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Innova Wealth Partners, he worked in the construction industry and held teaching positions at Dallastown Area High School and Middle School. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment approaches including fundamental, technical, and cyclical analysis, and offers fee-based educational retirement courses and workshops.
Ian F
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.
Stephen S
Series 63, Series 65
Newtown, PA
Innova Wealth Partners, LLC
Stephen Schmidt is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Schmidt is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and pension consulting services to individuals, trusts, pension plan participants, and businesses. The firm employs a diversified investment approach using ETFs, mutual funds, and other securities across multiple asset classes, alongside fee-based educational retirement courses and workshops.
Jonathan I
CFP®, Series 66
Newtown, PA
Innova Wealth Partners, LLC
Jonathan Inzero is a CFP® with 13 years of industry experience, currently serving as an advisor at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers commissionable insurance products. Innova Wealth Partners, LLC provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers fee-based educational retirement courses and workshops.