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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Lester S.
Great Financial Advisors

Through the years working with Zach we have come to find that he is an extremely trusted advisor for us. He is super easy to work with and helps you through any financial decisions in your life. He provides a complete financial view of each situation to give you a great advantage to choose the best options for you.

5
Date of experience: Jun 13, 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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