top of page

Who are we?

Investing for your future doesn't have to be intimidating. At Novus Financial Group, our advisors have been helping clients achieve their goals for over 20 years with customized plans tailored to their individual needs. We truly care about your future and are here to help you make the right financial decisions.

Novus Financial Group’s business philosophy focuses on maximizing your wealth, mitigating your risk and making you as tax-efficient as possible. We expect our team to earn your confidence through collaboration, which empowers you to make informed decisions based on your unique situation.

Our priority is to protect and grow your wealth, and since we’re independent, we work for you, not insurance or investment corporations. We’re dedicated to helping you protect and grow your retirement income through proven, innovative strategies that meet your objectives and goals.

Financial Analyst

Get to Know Us

MEET OUR TEAM

Financial Planning, tax planning, income planning, retirement planning, financial success

Mark McCaney

President & Co-founder   mark@novusfg.com

For nearly 20 years, Mark has been a leader in the financial services industry providing retirement income services to families, businesses and teachers throughout the Midwest. His extensive academic study focuses on retirement income planning strategies for baby boomers, which ultimately led to the creation of a software package designed to maximize retirement income streams.

He is also the co-founder of a financial services partnership formed to study and find strategies to combat the low levels of retirement income sources for the current generation of workers. His work and expertise guided a project that produced an industry-first product strategy that is currently being used by thousands of financial professionals across the country to provide retirement income stability for their clients.

As the Director of Ohio Operations for the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, Mark is passionate about improving retirement income literacy. He is a frequent speaker to groups of all sizes of and co-hosts a radio program aimed to increase awareness on a broad array of industry-related topics.

He also believes strongly in his work with teachers as clients. Growing up, both of his parents were teachers, and he quickly learned how underserved educators are, both in their retirement vehicles and in their access to information.

Once he began working in financial services, it became evident that teachers lacked ethical and competent advice specifically geared toward the tools they have available to them. Teachers constantly give to their communities without asking for anything in return, and Mark sees his ability to guide them toward retirement as his chance to return the favor.

Always seeking to better himself through his own education, Mark is a graduate of the Max M. Fisher College of Business at The Ohio State University. He currently lives in Columbus with his wife and three wonderful children.

Financial Planning, tax planning, income planning, retirement planning, financial success

Eric Seyboldt

Managing Director & Co-Founder

eric@novusfg.com

Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax efficient as possible.

Eric’s focus on retirement income planning strategies for future retirees ultimately led to him becoming the co-creator of Income Perspectives, a software package designed to inform employees on how to maximize retirement income streams. His product development expertise also drove a project that built an industry-first product that is currently being used by thousands of financial professionals across the country to provide retirement income stability to their clients.

Eric is an Educator for the Ohio Operations of the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country. He provides countless workshops to his community in an effort to increase financial literacy. He is also the co-host of The Financial Insider radio program, aimed to increase awareness on a broad array of industry-related topics.

An educator himself in the financial sector, Eric takes great pride in his ability to help educators in our communities. With a goal to provide service to those who need it most, he has pinpointed teachers as a vastly underserved market despite their importance as pillars in our society.

Now, he focuses on providing financial education and helping teachers beyond their initial fund selection in the 403(b). In fact, the true work lies beyond the pension and the 403(b), and Eric steps in to plug the gap with supplemental options that help teachers transition seamlessly into retirement.

He currently holds a Bachelor of Science in Business Administration from the prestigious Fisher College of Business, with a major in finance, from The Ohio State University, as well as a Master of Business Administration from Ashland University. Eric is also actively pursuing the Certified Public Accountant designation. Eric and his wife, Margo, have two handsome sons, Manny and Luke. Eric enjoys volunteering at his church, playing golf, boating, fishing, motorcycling and coaching his kids’ sports teams.

Financial Planning, tax planning, income planning, retirement planning, financial success

Marc Schroeder

Financial & Retirement Advisor

marcs@novusfg.com

Since 2000, Marc has been a leader in the financial services industry. As a retirement advisor who takes pride in working closely with his clients, he develops a deep understanding of their personal finances. This hands-on and proactive approach ensures the proper recommendations are made to help each client realize their unique financial goals. His process is based on education and transparency, thereby empowering the client to be actively involved in the financial planning process

Growing up with teachers in his family, Marc naturally understands the needs and concerns of educators. Understanding that educators have lacked competent and ethical advice, he takes pride in knowing his practice focuses on providing ethical and transparent financial advice to this underserved group.

Marc lives in the small community of Sunbury, OH, with his wife, Carrie, and stepdaughter. He volunteers in the community by helping those in need, such as the elderly and disabled.

In his spare time, he enjoys biking, hiking or walking his two Labradors.

Financial Planning, tax planning, income planning, retirement planning, financial success

Sam Smallwood

Financial & Retirement Advisor

sam.smallwood@novusfg.com

Sam is a young and ambitious individual with a passion for finance. Having a degree from the University of Cincinnati in Entrepreneurship and Finance, he has the knowledge needed to be the helping hand many people need and want. Coming from a family of teachers, executives, and a bit of blue collar work himself, he understands the sacrifices people make everyday to support their families. With a focus on retirement income planning, he wants to make life easier for you as you prepare for retirement. Sam is certified to handle the retirement planning needs of teachers and administrators in all Ohio school districts. He is also fully licensed in the State of Ohio for life and health insurance.

Sam grew up in Cincinnati playing soccer year round and still plays a bit to this day. He loves to read and spend time with his parents and younger sister, along with his two dogs.

Financial Planning, tax planning, income planning, retirement planning, financial success

Novus Financial Group

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

 

​Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. AR-4887 | 18834 – 2019/4/30

bottom of page