novakfinancialpartners.com

5
5 Based on 20 reviews

Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals and families nationwide align their money with what matters most. Based in Carbondale, Illinois, we specialize in life-centered financial planning that empower...

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Loulebe
100% Recommend

Zach has been such a Godsend for me! He is so easy to talk to and never hesitates to schedule a call when I need to talk through a financial decision. He’s more than just someone that I trust to invest in my retirement, he’s also there for me in all financial matters. I have had nothing but good experiences!

5
Date of experience: Jul 07, 2025

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Business Details

  • Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals and families nationwide align their money with what matters most. Based in Carbondale, Illinois, we specialize in life-centered financial planning that empowers you to live fully today while planning intentionally for tomorrow. Whether you're navigating equity comp, saving for your children's future, or preparing for retirement, we bring clarity and confidence to your next financial decision. Advisory services offered through Core Planning LLC, a Registered Investment Advisor.See more

  • email max@novakfinancialpartners.com
  • call 6183197997
  • language https://novakfinancialpartners.com

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