A complete list of active advisors currently associated with Zen Financial Planning, LLC
Warmer can help you find a great advisor at Zen Financial Planning, LLC or one who fits your needs even better.
Zen Financial Planning provides ongoing wealth management, written financial planning, and project-based consulting to individuals, families, trusts, estates, and business owners. Services include a combined financial planning and discretionary investment program, one-time or hourly planning engagements, and advisory work for qualified retirement plans. The firm develops individualized investment policy statements and constructs portfolios based on clients’ goals, time horizons, tax considerations, and risk tolerance, using a mix of fundamental, technical, and cyclical analysis together with Monte Carlo planning to inform recommendations. Clients in the ongoing program authorize discretionary trading and receive written or electronic plans plus periodic reviews, while project clients receive limited-scope deliverables without ongoing implementation or monitoring. A distinguishing element is the firm’s provision of ERISA 3(21) retirement-plan advisory services — including IPS development, investment option monitoring, participant education, and assistance with qualified default investment selection — a capability that is relatively uncommon among similar independent advisors. The firm’s principal also maintains insurance licenses and academic roles; these outside activities and any related compensation are disclosed and governed by the firm’s policies to address potential conflicts of interest.
To learn more about the advisors currently working at Zen Financial Planning, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Andover, MA
| 6
|
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