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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Angelina Johnson
Thankful for Novak Financial

We have had the pleasure of working with Zach for the past few years. He and Max provide a strategic, customizable experience that is tailored to our specific life goals. We’ve sincerely enjoyed working with them and would highly recommend to anyone looking for a trustworthy, reliable service.

5
Date of experience: Jul 08, 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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