A complete list of active advisors currently associated with Zarathustra Wealth Management

Warmer can help you find a great advisor at Zarathustra Wealth Management or one who fits your needs even better.

Zarathustra Wealth Management provides fee-only financial planning and discretionary portfolio management for individual investors, and also serves small business owners, pension plans, foundations, and other institutional clients. Services described in the brochure include written financial plans with cash-flow and tax considerations, portfolio construction using broad-based index funds and selective stock holdings, pension consulting, and educational seminars or workshops. The firm follows an evidence-based, quantitatively driven, bottom-up approach that emphasizes sustainable risk‑adjusted returns over short‑term outperformance, using Monte Carlo simulations and tailor-made asset allocations to evaluate outcomes. Advisory work is delivered through individualized written plans and discretionary implementation after client approval, and the firm applies a "skin in the game" policy requiring advisors to personally hold recommended securities. Uncommon for a firm of its type and size, the adviser provides pension consulting and institutional portfolio management while periodically publishing public research and periodicals intended to inform investors. It combines broad index exposure with selective stock selection—using a simple shareholder-yield/growth/change-in-multiple framework for expected returns—and offers on-site training and workshops for plan sponsors and employee groups.

To learn more about the advisors currently working at Zarathustra Wealth Management, 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.