A complete list of active advisors currently associated with Zenith Financial Planning Inc

Warmer can help you find a great advisor at Zenith Financial Planning Inc or one who fits your needs even better.

Zenith Financial Planning provides financial planning and ongoing portfolio management for individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. Its planning work covers retirement, tax, estate, insurance, college savings, cash flow, debt management and business planning, and clients receive a written or electronic financial plan as part of the service. The firm primarily uses a passive investment approach, constructing portfolios from index mutual funds and ETFs to target asset-class allocations with low turnover and tax efficiency. It also employs fundamental, technical, cyclical and charting analysis to inform portfolio construction and trading decisions and generally manages client accounts on a discretionary basis with comprehensive planning included in advisory services. Distinctive features include its recent establishment in 2024 and reported discretionary assets under management of approximately $47.7 million as of March 31, 2026, placing it among smaller independent advisers. The firm makes use of educational conferences and events made available through its custodian relationship to support advisor education and client-facing programming—a capability less common among independent peers—and discloses it does not currently maintain professional liability insurance.

To learn more about the advisors currently working at Zenith Financial Planning 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.