5.0
Excellent
37 reviews
Novak Financial PartnersAbout Novak Financial Partners
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 Consumer Courier, with an average rating of 5.0 out of 5.
- Also known as
- novakfinancialpartners.com
- Website
- novakfinancialpartners.com
- Category
- Investments & Wealth
- Listed on Consumer Courier
- 2026
About these reviews
- Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
- The score is the plain average of the published reviews on this page.
- The company has not replied to any reviews yet.
- Most recent review: September 2026.
