I’ve been working with Zach for two years and can’t say enough good things about him. He knows his stuff and is always willing to chat through ideas or concerns. He is respectful, incredibly helpful and trustworthy. I’d highly recommend him and Novak Financial Partners to anyone looking to work with a financial planner!
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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