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Novak Financial Partners is an online company. Based on 22 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed February 13, 2026.
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.
A True Miracle WorkerWorking with Zach has been life changing. A couple years ago my wife and I were stuck. We had a really hard time saving due to a few high interest loans and credit card payments and we were starting to question how long it would all take to pay off and what that could mean for our future.We decided to reach out to Zach for help and I was instantly impressed. He didn't judge, he was knowledgeable and most importantly he spoke to us like we were people and not a number. And now - just a little over two years later - we're out of credit card debt and paid off the high interest debt. We were even able to pay for a new (used) car in cash and still have money left over in the savings! We have comfort and peace of mind knowing that when life throws you those financial "heat checks," that we will be able to handle them.A true miracle worker.
We have been working with Novak for several years and followed them to their new business in spring 2025. We have been provided excellent and timely advice on a myriad of financial decisions. As small business owners, we have a more unique balance of responsibilities and concerns. It's been helpful to see the full picture and run through different scenarios to figure out what's best for us in that moment and also long term. We have recommended Novak to so many individuals - superb service!
I have been working with the Novak brothers for over a decade. They helped me get into investing early and taught me smart money management. In addition, knowing they are both highly trained and experienced Certified Financial Planners, I can confidently say there’s no question they haven’t been able to answer. 10/10 would recommend.
For us, our finances were a sensitive topic, deeply personal and a source of stress. We had done all we could based on all the personal finance advice available online. What was missing was a personalized approach that worked for our changing lifestyle. Most financial advisors we encountered were only interested in managing investments in the six-figure range. We were looking for someone we could trust with the details of our lives and our dreams, who was willing to meet us where we were and help us achieve our life goals while building wealth. We couldn’t be happier that we found Zach.Zach did a thorough job onboarding and quickly generating an overview of our financial situation. He worked with us to streamline our finances and create effective short- and long-term strategies. Zach was prepared for each meeting and knew where we were at the last time we had spoken. He is always excited to hear about what has been happening in our lives, and how that may have changed our plans. He is readily available and quick to respond to any questions or updates we have. He is always ready to work with us on how to align our values with life changes to accomplish our financial goals in a way that provides comfort and financial security for us. We never feel like a bother or a burden.In the 4 years we've worked with Zach, we leave every meeting encouraged and optimistic. His energy is infectious and he provides strong support and much needed accountability. Our finances now support our goals and we actually look forward to money conversations. We have a great relationship with Zach. He is competent, knowledgeable and readily available, puts our interests above his, and roots for us to succeed. This is why we have transitioned with Zach to Novak Financial Partners. If our story resonates with you, and you want to experience a life where your finances are aligned with your values and give you confidence to simply handle whatever life throws at you, give Zach a call.
Strongly recommend working with Novak Financial Partners. Zach has been incredible to work with, and has provided really solid, personalized future planning for me. I simply can’t recommend them enough.
We’ve been working with Zach for several years now, and we couldn’t be more pleased. He’s done an outstanding job guiding us through our investments, retirement planning, and overall financial goals. His advice has made a real difference in our lives, and we confidently recommend him to all our family and friends.
Working with Zach and his team is easily one of the best decisions I've made for my future. He is not only so easy to work with, but helps adjust your plan and tailor it according to your wants and needs. I always feel confident that we are moving in the right direction, and I highly recommend him to anyone looking for financial advice!
Zach has been such a Godsend for me! He is so easy to talk to and never hesitates to schedule a call when I need to talk through a financial decision. He’s more than just someone that I trust to invest in my retirement, he’s also there for me in all financial matters. I have had nothing but good experiences!
We have had the pleasure of working with Zach for the past few years. He and Max provide a strategic, customizable experience that is tailored to our specific life goals. We’ve sincerely enjoyed working with them and would highly recommend to anyone looking for a trustworthy, reliable service.
Working with Zach for the last few years has been a key part in securing a financial plan that has enabled me to make beneficial decisions that have impacted my family greatly. The insights and guidance I have gained wouldn’t have been possible without the tailored attention to my specific circumstances and I cannot express more how grateful I am. Novak Financial Partners is the only name I would refer to someone in need of sound, transparent financial advisement!!
I’ve been working with Zach since 2022, and he’s been a huge part of my family’s financial success. His guidance is the ideal mix of insightful advice, and actionable strategies that make a real difference. He’s been our go-to partner for everything from paying down high-interest debt to navigating the sale of our condo and the purchase of our dream home, all while making sure our retirement savings were on track.What I appreciate most about Novak Financial is their integrity. Their flat fee model is straightforward and fair, which is a refreshing change of pace in a sometimes murky industry. For anyone looking for a true partner in their financial journey, I can’t recommend Novak Financial Partners enough.
I have been working with Zach and Max for few years. They are extremely client focused and have helped build a financial plan to achieve our short and long term goals. If you are looking for a planner that puts you first, I highly recommend working with Novak Financial Partners.
I have sought financial advice and guidance from Max and Zach for many years. Their insight into planning and decision making while looking at complex family financial issues has been invaluable. The information and resources they provide have been an essential support. Their personalized, professional approach in achieving financial goals is truly exceptional. I would give Max and Zach the highest recommendation for anyone seeking a solid financial future.
We struggled for a while finding a financial advisor/planner who was at a similar stage in life and understood the specific challenges our generation faces from student loan debt to housing affordability to long-term stability — and how do you juggle/balance and prioritize each piece while also finding enough of a budget to just enjoy life. With Novak Financial Partners, we feel like we have that partnership — and a group that genuinely cares about us on a human level, not solely on the financial decisions being made. We couldn’t recommend Zach and Max more!
Through the years working with Zach we have come to find that he is an extremely trusted advisor for us. He is super easy to work with and helps you through any financial decisions in your life. He provides a complete financial view of each situation to give you a great advantage to choose the best options for you.
According to TrustPlane, Novak Financial Partners has a 5.0/5 rating based on 22 verified reviews as of April 2026. Source: trustplane.app/company/novakfinancialpartners-com
