A complete list of active advisors currently associated with Zizzi Investments
Warmer can help you find a great advisor at Zizzi Investments or one who fits your needs even better.
Zizzi Investments provides advisory services to individuals (including high‑net‑worth clients), employer retirement plans, charitable organizations, and other businesses. The firm offers financial planning (initial, ongoing, and project‑based), discretionary investment management, retirement plan consulting and management, and makes referrals to third‑party professionals; it also offers related tax preparation through a separately contracted and co‑owned tax service. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, blending passive and active mutual funds and ETFs while addressing tax efficiency, liquidity, and client risk tolerance; portfolios are typically managed on a discretionary basis with client‑imposed restrictions accommodated in writing. Financial planning integrates cash‑flow, estate, insurance, business, and tax considerations, and the firm’s principals hold CFP and Enrolled Agent credentials that inform their planning and tax‑related advice. Zizzi Investments discloses several features that are uncommon among peers: it advertises hypothetical performance in its materials, maintains a related tax preparation business owned by the firm’s principals (a disclosed conflict of interest for which clients are not required to use the service), and accepts limited custody through direct fee deduction and client standing letters of authorization—reporting $16,115,664 in RAUM associated with SLOAs for 24 clients as of December 31, 2025. These practices, together with its small two‑advisor, fee‑only structure, distinguish its operating model from many similarly supported firms.
To learn more about the advisors currently working at Zizzi Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mechanicsburg, PA
| 7
| |
Mechanicsburg, PA
| 14
|
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