A complete list of active advisors currently associated with Zenith Advisory Group, LLC

Warmer can help you find a great advisor at Zenith Advisory Group, LLC or one who fits your needs even better.

Zenith Advisory Group provides financial planning, consulting and discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and other entities. The firm also offers access to its own private equity offerings—Zenith Advisory Group Private Equity Fund I, II and IV—to accredited investors. Portfolios are tailored using risk profiles, questionnaires and ongoing reviews and are typically implemented with mutual funds, ETFs and individual equity and fixed‑income securities, with most accounts managed on a discretionary basis. Zenith serves as investment manager to pooled vehicles (its private equity funds) and discloses that those private fund management fees are paid by the funds from fund assets and that private fund holdings are excluded from its AUM billing. What distinguishes Zenith from many peers is its active role as a private fund adviser and manager of pooled vehicles—services that are uncommon among supported firms of its size—combined with advisors who are licensed insurance agents and may offer commissionable insurance products. The firm also requires custody with its recommended qualified custodian and states it will apply ERISA/Code fiduciary guidance (including applicable prohibited‑transaction exemptions) when providing nondiscretionary retirement plan or rollover advice.

To learn more about the advisors currently working at Zenith Advisory Group, 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.