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Scott P. Noyes, CFA, CFP®

Noyes Capital Management, LLC

17 Village Rd
PO Box 271
New Vernon, NJ 07976-9719
Phone: (973) 267-8120

Web site

Household Income Minimum: $1
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

About My Practice

Noyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound plans, effectively implemented, will measurably improve the quality of your life. At Noyes Capital, you will only get unbiased, objective advice, with no conflict of interest. Your interests always come first. We are passionate about helping you achieve financial success.

We specialize in working with affluent couples who are considering retirement or are fully retired. Our goal is to help them achieve and retain their lifestyle of choice in retirement. While many of our clients are located in northern New Jersey and Florida, we serve clients located throughout the east coast.

We provide sound judgment and common sense.  My planning and investment philosophy is based on real life experiences learned during 27 years on “Wall Street.” When coupled with my academic training as a Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®) and a University of Chicago MBA, my total experience is deeper and stronger than many advisors in the industry.  Most importantly, this knowledge and experience has built a level of judgment that can help make smarter and timelier decisions for my clients.

Prudent investment management is our core strength. With an exceptionally strong background in fixed income securities, I prefer to deploy a conservative investment approach using riskier investments only if needed to achieve your investment goals.  Since volatility is part of the investment landscape, I do not leave your investments on auto-pilot and am available to consult with you on a regular basis. Your investments will receive hands-on, experienced supervision.

The foundation of your relationship with an advisor is trust. We volunteer information about our licensing, registration and compliance records so that you can make a safer advisor selection decision. In addition, as an Independent Registered Investment Advisor we are an acknowledged fiduciary which means that we are held to high ethical standards and must act in the client's best interest. 

In our business model, your interests come first.  As an independent, fee-only, Registered Investment Advisor, we are only paid by you through our planning or investment management fees.  We never receive commissions or have any hidden fees.  As an independent firm, we are not pressed to sell any specific investment products for any company.  Thirdly, your money is managed on a continuous basis rather than as a one-time sale.  This means we work to maintain your trust every day.  Noyes Capital has a fiduciary duty to our clients; we are held to high ethical standards and must act in your best interest.


Noyes Capital Management is located in the center of New Vernon between Morristown and Bernardsville, NJ. For a complimentary consultation, please call us at 973-267-8120 or e-mail at scott.noyes@noyescapital.com or review our website at www.noyescapital.com.

 

Experience

SCOTT P. NOYES, CFA® CFP® AIFA®, Investment Manager, has over 25 years of experience in the securities industry. He spent nineteen years at Aubrey G. Lanston & Co., a primary dealer of U.S. Treasury securities, where he started as a financial advisor and was promoted through many jobs to become the President of the firm. Lanston's reputation for integrity, service, and professional expertise enabled the firm to grow successfully for over fifty years. In 2002, Lanston merged into Mizuho Securities.

Scott started Noyes Capital Management, LLC with the goal of providing wealth management services for families, executives, retirees, trusts and endowments. With particular strength in investments and portfolio design, Scott is a Chartered Financial Analyst™, Certified Financial Planner™ and Accredited Investment Fiduciary Auditor™. These credentials demonstrate his skills in security analysis, financial planning and fiduciary responsibility developed during his twenty-five years in the investment industry.

Scott received his M.B.A. with a specialization in Finance from the University of Chicago in 1980. His undergraduate degree was completed at Knox College in 1978 where he majored in Economics. Mr. Noyes grew up in Convent Station, New Jersey, attended Morristown High School, and is a fifteen-year resident of New Vernon, New Jersey.


Scott is a member of numerous industry associations including the National Association of Personal Financial Advisors (NAPFA) Estate Planning Council of Northern New Jersey (EPCNJ), The Financial Planning Association (FPA), The CFA Institute, The New York Society of Security Analysts (NYSSA) and The Center for Fiduciary Studies.


For a complimentary consultation, please call us at 973-267-8120 or e-mail at
scott.noyes@noyescapital.com or review our website at www.noyescapital.com.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Insurance Licenses
Life insurance: NJ, Health/disability insurance: NJ
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
Broker-Dealer Affiliation
Fidelity

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.