MARION FINANCIAL ADVISOR
Flat-Fee Financial Planning in Marion, Illinois
Novak Financial Partners provides comprehensive financial planning and investment management for individuals and families in Marion through a direct relationship with one of our two CFP® professionals.
No asset minimum. No commissions. Local meetings available.
Financial Planning for Work, Family, and Business
Marion is home to healthcare professionals, public employees, business owners, and families whose finances can span employer benefits, business income, retirement plans, pensions, investments, taxes, and competing family priorities.
We bring those decisions together in one comprehensive plan. Depending on your needs, that can include investment management, retirement planning, tax planning, employee benefits, insurance coordination, education planning, and estate coordination alongside your attorney.
Who We Serve in Marion
We work with Marion-area households across different careers and stages of life, including healthcare professionals, business owners, growing families, and people approaching retirement.
Growing Families
Planning for priorities such as paying off student loans, buying a home, raising a family, saving for college, and preparing for retirement.
Healthcare and Local Professionals
Guidance for healthcare, public-sector, and other local professionals navigating employer retirement plans, benefits elections, taxes, and long-term financial decisions.
Business Owners
Coordination of personal and business finances, retirement plans, taxes, insurance, investments, and long-term planning.
Approaching Retirement
Help evaluating retirement readiness, Social Security, Medicare, investment strategy, taxes, and sustainable retirement income.
What You Can Expect
Clear fees, comprehensive planning, and a direct relationship with your CFP® professional.
- ✓ Flat annual fees of $4,000 or $6,000
- ✓ No asset minimum
- ✓ No commissions
- ✓ Investment management included
- ✓ Direct relationship with one of our two CFP® professionals
- ✓ Comprehensive financial planning rather than only investment management
- ✓ Local meetings or virtual service, whichever works best for you
Serving Marion and Williamson County
Novak Financial Partners is based nearby in Carbondale and led by Max and Zach Novak, two CFP® professionals with lifelong roots in Southern Illinois. We offer Marion-area clients a personal planning relationship with the flexibility to meet locally or by video.
Frequently Asked Questions
Where is Novak Financial Partners based?
Novak Financial Partners is based in nearby Carbondale, Illinois. We work remotely rather than from a traditional public office, but can arrange in-person meetings with Marion-area clients.
Can Marion clients meet in person?
Yes. Local meetings are available by appointment, in addition to virtual meetings by video.
What services do you offer?
Comprehensive financial planning and investment management, including retirement planning, tax planning, employee benefits, insurance coordination, and education planning.
How much does planning cost?
We charge a flat annual fee of $4,000 or $6,000, depending on the scope of your planning needs. You can learn more on our pricing page.
Is there an asset minimum?
No. We do not require an asset minimum to work with us.
Is investment management included?
Yes. Ongoing investment management is included in the flat annual fee.
Do you only work with Marion residents?
No. While we serve Marion-area clients locally, we also serve clients nationwide by video.
Looking for a Financial Advisor in Marion?
Schedule an introductory call to learn about our flat-fee approach and whether Novak Financial Partners may be a good fit for you.
Schedule a CallNo commissions. No asset minimum. Available locally in Marion and virtually nationwide.