A complete list of active advisors currently associated with Zephyr Wealth Management

Warmer can help you find a great advisor at Zephyr Wealth Management or one who fits your needs even better.

Zephyr Wealth Management is a registered investment adviser that serves individual and high‑net‑worth clients, offering portfolio management, financial planning, and retirement plan consulting for about 220 clients and approximately $242.8 million in assets under management. The firm provides both discretionary and non‑discretionary portfolio management, as well as consulting and 3(21) investment adviser services for retirement plans. The firm’s investment process centers on a Business Cycle Asset Management (BCAM) strategy that uses fundamental, cyclical and technical analysis to shift asset allocations as economic conditions change; models inform recommendations but individual accounts are tailored and periodically rebalanced. Clients can choose discretionary authority or retain decision‑making control, and accounts are reviewed at least annually with quarterly custodial statements. Several advisory representatives are also registered representatives of Osaic Wealth Inc. and may be licensed insurance agents, and the brochure discloses that commissions or insurance compensation can be earned when clients implement recommendations through those channels. The firm reports $86.7 million in non‑discretionary assets as of December 31, 2025, and notes measures such as disclosure of costs, recommending no‑load funds, and written procedures intended to address the conflicts that can arise from operating in both advisory and brokerage/insurance capacities.

To learn more about the advisors currently working at Zephyr Wealth Management, 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.