Max Novak, MBA, CFP®

I’m a CERTIFIED FINANCIAL PLANNER™ and co-founder of Novak Financial Partners, where we help busy, high-earning families create financial plans that bring clarity and confidence to every decision from buying a home to funding education to reaching financial independence.

If you’ve ever wondered, “Are we on track for our goals? Are we doing the right things with our money? What are we missing?” you’re exactly who we work with. I believe great financial planning starts with education. My goal is to help you feel more confident about your finances by giving you the clarity, context, and tools to take action on what matters most.

Before launching Novak Financial Partners, I earned my BS and MBA from Southern Illinois University and spent nearly a decade working at nationally recognized Registered Investment Advisors. Along the way, I saw how truly great advice was often too exclusive or too expensive. That’s why I started my practice: to deliver the same high-quality guidance in a way that’s more personal, accessible, and aligned with your life.

If you’re looking for a financial partner who helps with every aspect of your finances, I'd love to connect.