Novak Financial Partners
Flat-fee. Fiduciary. Life-centered planning.
Novak Financial Partners · Carterville, Illinois
Is this you, Max?
This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.
About
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.
Who they serve
- HENRY (high earner, not rich yet)
- Early-career professionals
- Pre-retirees
- Retirees
- Executives
- Founders
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Education Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Charitable Giving
- Debt Management
- Financial Advice & Coaching
- Insurance/Risk Management
- Pension Planning
- Portfolio Management
- Risk Management
- Stock Option Planning
Structured record
| Name | Novak Financial Partners |
|---|---|
| Firm | Novak Financial Partners |
| Location | Carterville, Illinois |
| Fee model | Flat Fee/Retainer · Subscription |
| AUM | $100M - $500M |
| Founded | 2024 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Passive management |
| Website | https://www.novakfinancialpartners.com/ |
| https://www.linkedin.com/company/novak-financial-partners |
Something missing or incorrect? Claim this profile to edit it directly, or request a correction.
Specialties
- Small business owners
- Retirement planning
- Pension planning