A complete list of active advisors currently associated with Zinnia Wealth Advisory, LLC

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

Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations and corporate clients, managing roughly $168.8 million for about 512 clients across a three-advisor team. The firm provides financial planning and discretionary portfolio management and also assists clients in selecting and supervising third‑party advisers, including specialized services for 1031 exchanges and investments in Delaware Statutory Trusts (DSTs). Investment implementation is largely delivered through sub‑advisers and model portfolios, using a mix of actively managed and buy‑and‑hold approaches across equities, ETFs, mutual funds, fixed income and, where appropriate, private placements or real‑estate‑related securities. Client allocations are tailored to stated objectives and reviewed periodically, and the firm’s disclosure materials explicitly call out certain monitored risks, including political risk and risks associated with artificial intelligence tools. Noteworthy distinctions include an affiliation with an insurance agency and dually licensed staff who may offer commissionable insurance and annuity products, a relationship the firm discloses and identifies as a potential conflict of interest. The firm also operates a structured client referral/promoter program (the Zinnia Platinum Club) and discloses compensation to promoters and the use of endorsements in marketing, and it services a relatively high number of clients per advisor compared with many peers.

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