A complete list of active advisors currently associated with Zuwa Financial LLC

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

Zuwa Financial LLC provides investment management and financial planning services to individuals, high‑net‑worth clients, and business clients. The firm offers portfolio management billed as a percentage of assets and a range of planning engagements, including comprehensive retainer plans, fixed‑fee projects, and hourly advice. The firm typically implements passive, asset‑allocation portfolios using index mutual funds and ETFs and works with third‑party outside managers and the Betterment for Advisors platform to execute and custody client assets. Most accounts are managed on a non‑discretionary basis, with Zuwa assisting clients in allocation and manager selection, conducting due diligence, and performing quarterly reviews rather than exercising trading authority. What is distinctive about the firm is the owner’s concurrent accounting/tax practice and credentialing, which the firm discloses as an ongoing business activity and which supports integrated tax planning and coordination with tax professionals — a setup that is uncommon among peers. The practice is small in scale (roughly $740,000 in AUM across about 20 client relationships) and combines client‑directed investment arrangements with ongoing planning retainers and outside manager oversight.

To learn more about the advisors currently working at Zuwa Financial 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.