A complete list of active advisors currently associated with Financial Zen

Warmer can help you find a great advisor at Financial Zen or one who fits your needs even better.

The firm provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, delivering written or electronic comprehensive financial plans, ongoing subscription planning, and hourly engagements. It manages roughly $167.6 million for about 107 clients with a two‑advisor team and also offers participant account management for workplace accounts through a third‑party platform. Investment strategy is centered on passive portfolio construction in line with Modern Portfolio Theory, emphasizing diversified, low‑cost index mutual funds and ETFs and asset allocation as the primary driver of return and risk. When performing investment analysis or bespoke planning work, the firm supplements its passive orientation with fundamental, technical, cyclical, and charting analyses, provides discretionary rebalancing, and issues quarterly written reports to clients. The firm’s outreach and client education practices are notable compared with peers: it conducts announced educational seminars and public speaking engagements (including occasional pro‑bono presentations), and discloses the use of client testimonials in its advertising materials. It also recently transitioned to SEC registration and operates as a small supported practice managing substantial assets relative to its size, and one advisory team member maintains an unrelated small business offering (photography), which the brochure discloses under outside activities.

To learn more about the advisors currently working at Financial Zen, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.