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

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

Zimmeran Advisory Group operates as a small, fee-based registered investment adviser serving mainly individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning and asset management. Services described in the brochure include tailored financial planning (retirement, tax, estate, education funding), discretionary and non‑discretionary portfolio management, and referrals to third‑party money managers. The firm’s process begins with an evaluation of a client’s financial position and risk profile and emphasizes tailored strategies informed by fundamental and technical analysis, with periodic reviews and reporting. Clients may grant discretionary trading authority to the firm or participate in the GeoWealth wrap platform and related sub‑adviser models, with implementation choices made according to each client’s objectives and consent. Distinctive features noted in the brochure include tuition‑based public and private educational workshops on retirement topics (workbooks provided), a service that is uncommon among similar solo independent advisers, and an ongoing role as liaison to third‑party money managers for which the firm receives referral fees. The firm’s disclosure also documents prior state regulatory orders involving its principal related to securities registration and insurance licensing.

To learn more about the advisors currently working at Zimmerman 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.