Principal, Financial Advisor
Laurie Novak is a wealth management financial advisor based on Boston.
Laurie works with successful individuals and families, providing goals-based comprehensive wealth advisory and financial planning services. She’s known for her collaborative approach, ensuring clients feel informed and empowered throughout the process. Laurie is dedicated to providing personalized strategies that align with each client’s unique financial needs, goals, and values.
With a focus on holistic planning, Laurie works closely with clients to build sustainable financial plans that evolve with their lives and adapt to changing circumstances. Her areas of expertise include investment management, retirement planning, tax-efficient strategies, estate planning, and risk management.
She was welcomed to the firm in late 2024, when Boston Financial Management (BFM) became CAPTRUST. Prior to her work at BFM, she was a relationship manager and senior financial advisor with Congress Wealth Management (now CW Advisors). She also had a role in operations and client service with Shepherd Kaplan (now Shepherd Kaplan Krochuk).
Education
- Bachelor of Science, business administration, Southern New Hampshire University.
- Master of Business Administration degree, with a concentration in marketing, Southern New Hampshire University
Industry Designations
- Certified Financial Planner®
- Certified Divorce Financial Analyst®
Away From The Office
When not at work, she enjoys yoga and Pilates, community volunteering, traveling, and spending time with her family.
CapFinancial Partners, LLC (collectively referred to herein as “CAPTRUST”) is a separate entity from Beauport Financial Services, LLC. and Laurie is not employed by Beauport Financial Services, LLC.
CAPTRUST is unaffiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.
