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A quick, easy, free, and accurate questionnaire that will help determine how much risk you are willing to tolerate with your investment portfolio. Compare it to how you are currently invested.

Why Choose Zeller Kern?
Zeller Kern is an independent, credentialed, fee-for-service wealth advisory that provides comprehensive planning, investment management and wealth preservation solutions for high net worth business owners and physicians, individuals and families.
Why Choose Zeller Kern?
Our Story
We have a passion for building long-lasting, trusted relationships with our clients, backed by experience, credentials, integrity, knowledge, and creativity.
Our Story
Our Thoughts on Investments
Our advice is independent. We use no proprietary investments. We carefully plan, manage, and monitor your investment portfolio according to your specific wealth objectives in a way that is objective, tax-efficient, and risk aware.
Our Thoughts
on Investments
Wealth Vault
Zeller Kern’s exclusive Wealth Vault organizes data on everything you own in one secure place and is updated daily, so you can get a view of your bottom line at any time, from anywhere in the world.
Wealth Vault
Building Business Value
Our Value Builder System identifies the financial gap between where your business is today and where it needs to be in the future and creates a process to help increase the value of your business.
Building
Business Value
Connect with Us
A conversation is a great first step to planning your healthy financial future. Call or email us today and let us know a time that works best for you. We look forward to hearing from you.
Connect with Us