Sunday, November 8, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
37 reviews
Novak Financial PartnersSelect a line to read only those reviews.
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals, business owners, and families make smarter financial decisions with confidence.As CFP® professionals, we provide comprehensive financial planning covering investments, retirement, taxes, equity compensation, insurance, estate planning, and major financial decisions. We charge a transparent flat annual fee because we believe pricing should reflect the value of our advice, not simply the size of your investment portfolio.Our goal is to provide objective advice, proactive planning, and a long-term partnership that helps every part of your financial life work together.Advisory services offered through Core Planning LLC, a Registered Investment Advisor.
Novak Financial Partners (novakfinancialpartners.com) has 37 customer reviews on The Fair Hearing, with an average rating of 5.0 out of 5.
37 approved reviews, newest moderated first
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.
By Jessica
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.
By Guest
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!
By Ripudaman J.
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!
By Consumer
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.
By Katie C.
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!!
By Jon D.
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.
By Dan F.
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.
By Chad H.
