Novak Financial Partners Reviews 

I can't say enough good things about working with Zach.

Before we started working together, financial planning felt like one of those things I knew I should be doing but wasn't always sure where to start. Zach has made the entire process feel manageable, straightforward, and honestly much less stressful than I expected.

He's incredibly knowledgeable, but what stands out most is how much he genuinely cares. I trust that he's looking at the full picture, thinking through the details, and helping me make the best decisions for both today and the future. He explains things clearly, answers questions without making me feel dumb for asking them, and always takes the time to make sure I'm comfortable with the plan.

Most importantly, I feel completely confident knowing Zach has my back financially. That peace of mind is invaluable. On top of all that, he's just a genuinely nice person and a pleasure to work with.

Highly recommend. 😊

Zach has been helping us use our finances wisely and plan for the future we want for over 3 years now. We worked with Zach while he was at a previous company, and we liked working with him so much that when he quietly left to start his own business, I tracked him down so we could keep working together. Aside from being extremely knowledgeable and creative with how to achieve financial goals, Zach is super positive and a pleasure to talk to - I always feel very optimistic and excited for our future after talking with him. I couldn't recommend Novak Financial Partners enough!

My husband and I have been lucky to have partnered with Zach on our finances for the past few years and it has been nothing short of a trusting, educational and collaborative experience. Novak Partners takes a different approach and always has your best interest as the client, top of mind and that is not easy to find. Zach is truly one of the kindest people I have ever met and every meeting we have with him; he listens and offers multiple options for us to plan as effectively as possible for our financial future. Novak Partners is exceptional in my eyes and makes everything customized for their clients. They treat their clients' money like their own money, with such care, transparency and action. I would highly recommend Novak Partners to anyone looking for a trusted partner to help you navigate your finances in life.

Zach gives us honest guidance while respecting that our finances are ultimately about living the life we want. Our meetings are comfortable and productive and we look forward to continuing our relationship for several years.

Working with Max and the Zach has been one of the best financial decisions our family has made.

What sets them apart is their truly holistic approach to financial planning. They don’t just focus on investments, they help us think through every aspect of our financial life, including taxes, retirement planning, estate planning, insurance, major purchases, debt management, and long-term family goals. Every recommendation is made within the context of our overall financial picture, which gives us confidence that we’re making well-informed decisions.

Another reason we value their guidance is their fee structure. Unlike many advisors who charge a percentage of assets under management, they operate on a service-based fee model. This allows them to provide advice that feels objective and unbiased because their compensation isn’t tied to how much money they manage for us or where our assets are held. We always feel that their recommendations are based on what’s best for our family rather than what benefits the advisor.

Their responsiveness, professionalism, and willingness to educate us throughout the process have been exceptional. They take the time to explain complex topics in a way that’s easy to understand and have helped us make major financial decisions with clarity and confidence.

If you’re looking for a financial advisor who acts as a true partner and focuses on your entire financial life, not just your investment portfolio, I would highly recommend them.

Five stars! I have been working with Zach for years now and I followed him from his prior firm. So I want you to know this: it was worth deactivating that prior account and moving all assets into Zach's care — so I could continue working with him. Zach is a top-notch listener and consistently helps me connect the dots. Whenever I feel like my back is against the ropes, he always suggests solutions and options. When I leave our meetings, I feel not just empowered, but also energized. He's helped me through many obstacles and he's always by my side. He is especially helpful to me as I'm starting and growing my small business and consulting firm.

Love working with Zach! Very informed and super easy to communicate with. Incredibly helpful in managing my finances and navigating me through all of the nuances to provide guidance on what makes the most sense for me personally. He gives the thought and care you wouldn’t get at some of the larger companies!

Working with Zach has been so helpful and given me such peace of mind about my financial future. He is so responsive and explains things in a way that makes complicated matters easier for me to understand. I am also much more confident in my understanding of my investment strategy than I've ever been thanks to him. Highly recommend!

My husband and I have used Zach as our financial planner for several years now. We worked with him before he opened his business, and quickly followed him when we found out he left his previous company to start his business. He has always been very thorough and comprehensive to make sure we maximize opportunities to grow our investments and get the most out of our money, including benefits packages for work. It's incredible how comprehensive his services are! We also like that we can meet with him (a real person) to go over questions and changes when needed - the previous company (when Zack left) moved to more AI based approaches and it was nearly impossible to talk to an advisor. Zack schedules quarterly meetings to check in, and more if/when needed. As a boutique firm, they do not have an endless list of clients, so we know he is intentional with the clients he serves. Really glad to have Zack and would highly recommend him.

I have known Zach and Max for a number of years. I knew they were knowledgable in their field but when they started their own firm and I came on board I have been blown away. Within minutes Zach was able to adjust my financial plan to set me up for success. Highly recommend to anyone looking to remove stress about their retirement plan.

Working with Zach has been such a great experience. I feel like I have a clear picture and outlook of my finances. He goes above and beyond to make sure all aspects of my finances get the best care possible - he’s found additional tax refunds from a prior year, helped me navigate updating my W4 after moving states, updated my 401k to the best options for long-term growth, and helped me work through complex investment account reporting.

Zach’s expertise goes beyond the obvious. I highly recommend Novak Financial Partners.

Zach has been our financial advisor for several years and we have loved working with him. He does a great job of giving us feedback and advice for our various life events. We would happily recommend him and his new business to anyone!

Zach at Novak Financial Partners is truly phenomenal! Extremely well versed in his craft, personable, and genuinely cares about his clients. We had the chance to work with Zach at our previous financial planning company and when we learned Zach was leaving, we knew we needed to follow where he was going. Luckily for us, Zach was starting his own Financial Planning firm at a scale that appropriately highlights his caring and dedication to his clients and we have been absolutely pleased with our decision to join Zach at Novak Financial Planners.

I’ve had the privilege of working with Zach over the years, from his time at Facet to building Novak Financial Partners, and I can honestly say he’s one of the most thoughtful and trustworthy financial planners I’ve come across.

He has a way of walking you through every step of the process so clearly and patiently—nothing ever feels too big, too small, or too complicated to discuss. That level of care and attention makes a huge difference.

I trust him like family, and I feel incredibly lucky to have a financial partner I have 200% confidence in. If you’re looking for someone who truly puts your best interests first, I can’t recommend Zach and Novak Financial Partners highly enough.

It was excellent timing for our financial planning for us to connect with them. Our experience has been fantastic. We have learned a lot, gained confidence, and they made the process very manageable, efficient, and easy to understand.

Max and Zach are outstanding financial advisors. They are knowledgeable and provide critical feedback to allow you to make good financial decisions for our family. They listen, really listen and are very responsive and helpful. Angie and I highly recommend Max and Zach to anyone who wants high quality financial advice and services.

I cannot recommend Zach enough. He's been an excellent financial advisor for my fiancé and me. He goes above and beyond by truly listening, asking thoughtful questions that make us think, helping us lay out clear plans and goals, and checking in regularly. He also shares well-researched articles that back his investing strategies. He's personable and genuinely cares it's rare to find someone like him.

Working with Max has been a wonderful experience from the start. He has done a great job of walking us through our current finances and helping us plan for the future. Max's attention to detail and personalized advice have made a huge difference in finances and understanding of our financial goals. I highly recommend Novak Financial Partners for all of your planning needs.

Zach and Novak Financial Partners been an invaluable resource for financial guidance and planning.

First, the big picture: Zach has helped us see our family's bigger financial picture, understand it, and plan goals and strategy in a way that no other financial advisor or firm ever has. We feel more aware and more confident since we've started working with him.

Second, the action plan itself: Zach's guidance always comes with reasons and explanations, and is never "off the cuff" or "gut feeling". He is thoughtful, patient, and clear in giving us directions on how to put the plan into action.

Finally, the little things: Zach approaches each meeting with an agenda (with plenty of room for adjustments along the way), always follows up with next steps, brings enthusiasm and energy into bland and complicated subjects, and never leaves us hanging when it comes to communication. These little things, to us, really stand out compared to our experience at larger firms. Highly recommend.

Working with Zach over the lat few years has truly been a gift. He brings not only deep knowledge and expertise, but also a level of patience and encouragement that has completely changed the way I approach my finances. I've often come into our meetings feeling nervous or overwhelmed, yet I always leave feeling confident, empowered, and clear on my next steps. Zach has a unique ability to make complex financial matters feel manageable, and his positivity and friendliness make every conversation reassuring. I am incredibly grateful for his guidance and support, and I couldn’t imagine navigating my financial journey without him.