A complete list of active advisors currently associated with Zestiny Wealth

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

Zestiny Wealth is a fee‑only advisory firm that provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm offers ongoing wealth management, limited‑scope planning engagements, and monitors held‑away employer and brokerage accounts as part of client relationships. The investment approach is grounded in Modern Portfolio Theory and academic multi‑factor research (including market, size, and value factors), favoring low‑cost, largely passive index funds with a deliberate tilt toward smaller‑cap and value exposures. Portfolios can be customized for tax considerations and socially responsible investing, are managed on a discretionary basis, and client accounts are reviewed quarterly with planning integrated into wealth management relationships. Noteworthy among peers, Zestiny runs educational seminars and speaking engagements for organizations and the public and — per its most recent brochure update — has added tax preparation services for individuals, trusts, and businesses. That combination of academic, index‑tilted portfolio construction with in‑house educational programming and tax filing assistance is less common among small independent advisory firms.

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