Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
9 years
Location
Mount Vernon, OH 43050
I'm Zach, founder and lead advisor of Mount Vernon Financial, an independent fee-only fiduciary RIA based in Mount Vernon, Ohio, serving clients across the state and beyond. I started this firm because too many people get advice that's built around a product or a sales quota instead of their actual life and I wanted to build something more personal.
My desire is that all prospects and clients can see that I start from a place of genuine care. Trust is only built if care, integrity and honesty are evident. As an advisor, I lean on evidence-based investing and tax-efficient planning. I hold the CEP and CFP® designations. Before starting Mount Vernon Financial, I spent years with High-Net-worth clients helping with equity planning through corporate brokerage solutions at Morgan Stanley and advising clients directly at TD Ameritrade. I've seen how both big firms and everyday investors operate, and I built this practice to give you the best of both.
Mount Vernon Financial is intentionally set up alongside a local CPA firm, so your tax picture and your financial plan aren't living in two separate silos.
Whether you're starting off, nearing retirement, or somewhere in between, I would be honored to have a conversation to see where we can help.
Based on Mount Vernon Financial
1%
Mount Vernon, OH
20 West Ohio Avenue
Mount Vernon OH 43050
Advisors at this office
1
Ohio
9 years of industry experience
Mount Vernon Financial, LLC
2026 - Present • 1 year
Mount Vernon, OH
Morgan Stanley
2023 - 2026 • 3 years
Alpharetta, GA
Morgan Stanley
2023 - 2026 • 3 years
Alpharetta, GA
Morgan Stanley
2023 - 2026 • 3 years
Alpharetta, GA
E*TRADE Capital Management LLC
2021 - 2026 • 5 years
Alpharetta, GA
E*TRADE Securities LLC
2021 - 2026 • 5 years
Alpharetta, GA
Unemployed
2021 - 2021 • 1 year
Pensacola, FL
TD Ameritrade investment Management, LLC
2018 - 2021 • 3 years
Omaha, NE
Td Ameritrade, Inc.
2018 - 2021 • 3 years
Pensacola, FL
Scottrade, Inc.
2016 - 2018 • 2 years
Pensacola, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Fredericktown, OH
Chester Financial Services LLC
Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.
Series 63
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Stephen Dennis is a financial advisor with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.
Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.
Series 63, Series 65
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.
Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.
Series 63
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Zachary Dennis is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 license and having 11 years of industry experience. He has worked at Lincoln Douglas Investments since 2013 and is also involved in fixed insurance and property & casualty insurance through Madison Collins Stevens Insurance. Additionally, he works as a driver for Lyft part-time outside of securities trading hours. Lincoln Douglas Investments, LLC is a team-based advisory firm serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a range of strategies including equity positions, mutual funds, fixed income, and option strategies, with accounts reviewed at least annually.
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