A complete list of active advisors currently associated with Zemenick & Walker Inc

Warmer can help you find a great advisor at Zemenick & Walker Inc or one who fits your needs even better.

Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services to high‑net‑worth individuals, foundations and endowments, charitable organizations, pensions and defined contribution retirement plans, managing roughly $2.6 billion in non‑discretionary assets and serving around 270 client relationships as of December 31, 2025. The firm positions itself as an investment manager that works with clients across the lifecycle of account oversight rather than as a broker or product distributor. The firm follows a team‑based, process‑driven approach that begins with a comprehensive due diligence review and the development of a written Investment Policy outlining asset classes and target allocations; it emphasizes diversification, laddered short‑ to intermediate‑term fixed‑income, and use of no‑load mutual funds, ETFs, separate accounts and some alternative exposures. Zemenick & Walker operates in a non‑discretionary capacity — describing itself as the client’s “Chief Investment Officer” while clients retain final authority, with recommendations implemented only after formal client approval and regular quarterly reviews. Compared with many multi‑team advisers, Zemenick & Walker is notable for its predominantly non‑discretionary asset base and its stated focus on portfolio management rather than providing discretionary authority — a structure that is relatively uncommon among firms of its category. The brochure also underscores the firm’s independent, fee‑only stance (no performance fees, no acceptance of outside compensation or soft‑dollar arrangements) and its practice of not voting proxies on clients’ behalf, which together distinguish aspects of its governance and conflict‑management approach.

To learn more about the advisors currently working at Zemenick & Walker Inc, 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.