Max Novak
, MBA, CFP®
Co-Founder, Novak Financial Partners
Max is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Novak Financial Partners. With a teacher’s heart and a strategist’s mind, he specializes in helping busy families design clear, personalized financial plans whether the goal is buying a home, funding education, reaching financial independence, or all of the above.
Max believes great planning starts with education. He’s passionate about helping clients feel confident in their choices by giving them the clarity, context, and tools to take action on what matters most.
Before launching Novak Financial Partners, Max earned his BS and MBA from Southern Illinois University and spent nearly a decade working at nationally recognized Registered Investment Advisors.
Along the way, he saw firsthand how high-quality advice was often too exclusive or too expensive. His mission today: deliver that same level of excellence in a way that’s more personal, accessible, and aligned with your life.
Originally from Carterville, Illinois, Max spent time in Denver and St. Louis before returning home to be near family. When he’s not meeting with clients, you’ll find him reading, golfing, or cheering on Chicago sports teams.
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
contact Max.
max@novakfinancialpartners.com
(618) 319-7997