Novak Financial PartnersReviews of novakfinancialpartners.com

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.