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Michael T. Novak

CPA, PFS, AEP​Founder & Managing Director​
  • 216.367.0680 x1114
  • mnovak@wellspringadvisorsllc.com
Michael founded Wellspring Financial Advisors after a successful career as a Principal with another boutique wealth management firm where he advised multiple family relationships. He has extensive experience in the areas of estate planning, charitable gift planning, business succession planning and family governance and education. As a CPA he has experience in all areas of tax compliance as well as proactive tax planning. Michael believes the keys to successful wealth management are a strong personal relationship with his clients and the highly customized delivery of service that ensures financial peace of mind to them.
Professional Experience
  • Managing Director, Wellspring Financial Advisors, LLC (2007)
  • Principal, multifamily office (1993- 2007)
Education
  • Ohio University, Athens, Ohio (B.A. 1993)
Professional Affilitions
  • Ohio Society of Certified Public Accountants (1996)
  • American Institute of Certified Public Accountants (1998)
  • Personal Financial Specialist of the AICPA (1999)
  • Accredited Estate Planner (2009)
  • Gift Planning Chair, Advisory Committee of the Cleveland Museum of Art
  • Planned Giving Committee, Cleveland Orchestra
  • Professional Advisory Council Steering Committee, Jewish Community Federation
  • Diamond Advisory Group, University Hospitals
  • Former President and Board Member, Estate Planning Council of Cleveland
Civic Affiliations
  • Vice President and Board Member, Bluecoats
  • Board Member, Ronald McDonald House of Cleveland
  • President and Board Member, Gesu Endowment Fund and Boosters
  • Former President and Trustee, Nature Center at Shaker Lakes
  • Leadership Cleveland (Class of 2009)
  • Cleveland Bridge Builders (Class of 2003)
Related Resources
  • January 11, 2021 Michael T. Novak
    So what do we do now?
    So what do we do now?

  • October 22, 2020 Michael T. Novak
    13 Days....
    13 Days....

  • August 3, 2020 Michael T. Novak
    Election Outlook - Possible Impact on Income/Estate Taxes
    Election Outlook - Possible Impact on Income/Estate Taxes

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