A complete list of active advisors currently associated with Zen Wealth Advisors, LLC

Warmer can help you find a great advisor at Zen Wealth Advisors, LLC or one who fits your needs even better.

Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, and also accepts pension and profit-sharing plan clients. The firm offers written investment policy statements and works with clients on asset allocation, security selection, and regular portfolio monitoring rather than offering standalone financial plans. The adviser employs fundamental analysis and a long-term trading approach, generally investing in mutual funds, ETFs, equities, fixed income and non‑U.S. securities, and typically requests discretionary authority to implement client strategies. Client accounts are reviewed at least quarterly and clients receive regular custodian reporting and fee invoicing. Notably, the firm recently added pension consulting services and actively serves retirement plans—a service that is uncommon among independent solo advisers. The principal is also a licensed insurance agent who may receive commissions on insurance product sales, a potential conflict the firm discloses and documents alongside its proxy‑voting and code of ethics policies.

To learn more about the advisors currently working at Zen Wealth Advisors, 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.