Offering Investment Management and Planning
For Purpose-Driven Individuals
In 1999 William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management as a client-focused firm, backed by a team of caring and experienced individuals. They recognized a growing need for professional investment management and, with a sound philosophy, began developing strategies to meet the needs of individual investors.
Today, Novare is comprised of a team of 20 dynamic professionals who are passionate about building relationships and addressing the details of your needs while guiding you towards a successful financial future.
Novare Capital Seeks to Provide:
As we build our relationship with you, we look forward to meeting with your other professionals including CPA, estate planning attorney and insurance professional. Our goal is to work with you to develop a plan that addresses your entire financial picture.
You will always have direct access to our firm at any given time. Each Relationship Manager acts as a primary advisor for a limited number of relationships, which means we respond promptly to your inquiries and provide timely reports as well as online access to your accounts.
Each portfolio is distinct and addresses your individual financial goals and objectives. With a disciplined approach to investment management, we focus on quality investments and emphasize risk management and diversification through asset allocation.
By working with a small and personal firm, you can depend on receiving advice in an atmosphere of privacy and confidentiality.
As an integral part of wealth preservation and growth, tax-efficiency is something we focus on in order to enhance your financial well-being in the long run.
Novare Capital's History
Bill Baynard and Don Olmstead founded Novare Capital Management
Novare opened its first office in Carillon Tower
Novare moves into new office in BB&T Center
Future Partner Linda Walden joins Novare
Future Partner Anne McPhail joins Novare
Future Partner Todd Patton joins Novare
Future Partner Whit Wilks joins Novare
Novare moves into current office at Morehead Place
March 31, 2013
Novare manages $548 million in AUM
October 1, 2017
Novare acquires Staton Financial and Bill Staton joins Novare as a Partner
December 31, 2017
Novare manages $1.04 billion in AUM
Office expansion at Morehead Place completed and Staton Financial colleagues consolidate from South Park office
Novare named on Financial Times 300 list of top RIAs for 6th consecutive year (every year the distinction has been awarded)
Novare celebrates 20th anniversary with 16 employees and manages $1.13 billion in AUM
Understanding Your Goals
With client-focused values, we'll define your needs, goals and risk profile as we implement strategies with you in mind.