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At Norvell PLLC, we solve your toughest challenges with clear, actionable strategies.
Define Your Legacy
Develop and execute strategies that secure your family’s future.​
Grow with Confidence
Business solutions to minimize risk and maximize success.
Navigate Complexity
Expert guidance for individuals, families, trust & estates and businesses in Middle Tennessee.
About Novell, PLLC​
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​We provide fractional CFO advisory services with a deep commitment to family-focused financial guidance. Based in Middle Tennessee, we specialize in partnering with family offices and business owners to develop tailored financial strategies that optimize cash flow, preserve wealth, and create long-term financial security.
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With a fiduciary-first approach, we take the time to understand each family’s unique vision, ensuring that every strategy aligns with their goals and values. Whether it’s financial oversight, estate planning, tax efficiency, or investment management, our expertise helps families and businesses navigate complexities with confidence.
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At Norvell PLLC, your family's future is our priority—let’s build it together.
Our Services
Our consulting services cater to high-net-worth individuals, family offices, and business owners seeking to protect, grow and transition their wealth. We provide customized solutions to help clients manage complex financial, legal and legacy planning needs.
Building a Vision
Data-based goal setting through the lens of a 5/10/100-year plan. Many families do not take the time to understand their entire financial picture, and determine if it is reaching it’s fullest potential.
Strategic Financial Planning
Crafting short and long-term strategies, personalized financial plans, and detailed reports to steward family wealth while aligning with family goals.
Investment Oversight
Providing expert advice, tracking private investment performance, identifying risks, and auditing fees to understand costs and benchmark performance.
Tax Planning & Compliance
Minimizing tax liabilities with proactive income tax strategies and ensuring fiduciary-level accountability for financial activities. To accomplish this, understanding how each part of your financial world interacts with each other is key.
Philanthropy & Charitable Giving
Develop philanthropic initiatives with client families. Then, execute with the most appropriate charitable strategy. We have experience in managing private foundations, donor-advised funds, and structuring direct gifts to charitable institutions. The main objective is to align with family values while maximizing charitable impact.
Estate & Legacy Planning
Protecting assets and honoring family wishes by coordinating document review, proactive estate planning, and family business succession strategies.
Special Projects
Special Projects are a great way for clients to get to know the firm. These special projects would include serving as Interim CFO for operating businesses, Performing Litigation Support Services, Trust & Estate Administration.
Planning for Closely-Held Businesses
Help business owners strategically manage their assets, ensure intended wealth transfer, optimize cash-flow and taxes, and safeguard long-term financial security for both the business and the family.
Litigation Support & Forensic Services
Disputes shouldn’t jeopardize your legacy. In complex financial litigation, attorneys and clients trust Norvell PLLC to unravel intricate details and deliver clear, expert testimony. We provide the precision needed to inform courts and stakeholders, protecting what matters most to your family or business.