Novak Financial PartnersReviews of novakfinancialpartners.com

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 covering investments, retirement, taxes, equity compensation, insurance, estate planning, and major financial decisions. 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.Our goal is to provide objective advice, proactive planning, and a long-term partnership that helps every part of your financial life work together.Advisory services offered through Core Planning LLC, a Registered Investment Advisor.

Novak Financial Partners (novakfinancialpartners.com) has 37 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.

Also known as

novakfinancialpartners.com

Website

novakfinancialpartners.com

Category

Investments & Wealth

Listed on Five Star Index

2026