Max Novak, MBA, CFP®

Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals, business owners, and families make smarter financial decisions with confidence.

As CFP® professionals, we provide comprehensive financial planning that goes beyond investment management. We help clients coordinate investments, retirement planning, tax strategies, equity compensation, insurance, estate planning, and other major financial decisions into one cohesive financial strategy.

We charge a transparent flat annual fee because we believe pricing should reflect the value of our advice, not simply the size of your investment portfolio. This allows us to work with professionals who are still building wealth without investment minimums while remaining a cost-effective option for retirees and clients with larger portfolios.

Based in Southern Illinois, we work virtually with clients nationwide. If you're looking for an experienced financial partner who provides objective advice, proactive planning, and transparent pricing, we'd love to connect.

Advisory services offered through Core Planning LLC, a Registered Investment Advisor.