Services · Novem Group
Team-based financial advice backed by Novem Group
You work with a team, not a ticket number
Mackenzi Springer leads the Herendeen-Springer team within Novem Group, an SEC-registered investment adviser. Clients benefit from dedicated advisor relationships supported by planning specialists, operations, and compliance infrastructure — so questions get answered and follow-through does not fall through the cracks.
Planning plus portfolio perspective
Comprehensive advice spans retirement and cash-flow planning, investment strategy aligned to your goals, insurance and risk review (where appropriate), and coordination with your other professionals. Securities are offered through Osaic Wealth, Inc.; advisory services are offered through Novem Group.
Built for busy professionals
Many of our clients are executives, business owners, and dual-income households who value direct communication and clear next steps. Meetings can be in person at our Perinton office or virtual — whatever fits your schedule.
Meet the team
Download the Herendeen-Springer team bio and Novem Group service overview from our resources section, or schedule a complimentary consultation to learn how we work together.
Ready to explore your options?
Schedule a conversation with Mackenzi or start with our complimentary assessment.
For educational purposes only. Not personalized investment, tax, or legal advice.