Novak Financial Partners

Financial Services • Carbondale, Illinois, United States • 1-10 Employees

Company overview

Headquarters	Carbondale, Illinois, United States
Website	novakfinancialpartners.com
NAICS	52
Founded	2025
Employees	1-10

Key Contact at Novak Financial Partners

Zach Novak

Co-Founder & Certified Financial Planner™

About Novak Financial Partners

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 confidently for tomorrow. Whether you're navigating a major purchase, 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.

Novak Financial Partners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Novak Financial Partners has never raised funding before.

Frequently asked questions

Novak Financial Partners is located in Carbondale, Illinois, US.

Novak Financial Partners was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Novak Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Novak Financial Partners

Zach Novak

Co-Founder & Certified Financial Planner™

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