LOCAL CLIENTS
Financial Planning for Southern Illinois
Novak Financial Partners is based in Carbondale and provides comprehensive, flat-fee financial planning to individuals and families throughout Southern Illinois, with the flexibility to meet locally or by video.
Where We Serve
Southern Illinois
Financial planning for professionals, families, business owners, and retirees throughout Southern Illinois, delivered by CFP® professionals with deep roots in the region.
Explore Southern Illinois →Carbondale
Flat-fee financial planning for individuals and families in the Carbondale area, including guidance on investments, taxes, retirement, and employee benefits.
Explore Carbondale →Marion
Comprehensive financial planning for professionals, families, and business owners in Marion, with a direct relationship with one of our two CFP® professionals.
Explore Marion →Local Roots. Flexible Service.
Novak Financial Partners is led by Max and Zach Novak, two CFP® professionals who were raised in Carterville and attended Southern Illinois University.
Local clients can meet with us in person or by video, while our virtual planning process allows us to serve clients nationwide.
Looking for a Financial Planner in Southern Illinois?
Schedule an introductory call to learn more about our flat-fee approach and whether Novak Financial Partners may be a good fit for your family.
Schedule a CallNo asset minimum. Available locally throughout Southern Illinois and virtually nationwide.