A complete list of active advisors currently associated with Zuraw Financial

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

Zuraw Financial provides discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations, small business owners, pension and profit‑sharing plans, foundations and other charitable entities. The firm also offers defined contribution (401(k)) plan services and limited‑scope investment advice as part of its client services. Zuraw develops a written Investment Policy Statement with each client and either manages portfolios directly or selects third‑party sub‑advisors after due diligence, with sub‑advisors typically responsible for tactical trading while the firm retains ongoing supervisory responsibility. Research and portfolio construction draw on fundamental and technical analysis and may incorporate mutual funds, ETFs, margin strategies and option strategies (including covered calls) where appropriate to client objectives. The firm is affiliated with an accounting and tax practice and refers clients between the firms, and several principals also serve as principals of a hedge‑fund manager and related fund entities (Lightpoint), reflecting both an in‑house tax/estate planning capability and an ownership role in fund management. These cross‑disciplinary affiliations, combined with the firm’s mixed use of sub‑advisors and direct discretionary management, are features that distinguish Zuraw Financial from many peers of similar size.

To learn more about the advisors currently working at Zuraw Financial, 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.