Novak Financial PartnersReviews of novakfinancialpartners.com

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!