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...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.
Alicia
Highly Recommend!

We’ve been working with Zach for a few years and have recommended him to our close friends/family. Zach is incredibly detail-oriented, a top-notch communicator, and always makes sure we fully understand our options. He has never led us astray and gives us confidence in the financial decisions we make. He has integrity and genuinely cares about his clients- even beyond the financial scope. We’ve increased our financial literacy greatly over the years, mostly due to Zach. No matter your goals, Zach will map out a plan and guide you along the way. 10 out of 10 recommend.

5
Date of experience: Jun 13, 2025

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

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

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More