Who We Are
Founded in 2007, 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, families and individuals.
Over the years, Zeller Kern has developed a wide spectrum of planning and advisement capabilities for our clients, and strive to deliver those capabilities with the highest quality of service and professionalism possible.
“We have a passion for building long-lasting, trusted relationships with our clients, backed by sound solutions, experience, credentials, integrity, knowledge, and an unsurpassable level service.”
Why Choose Zeller Kern?
Fee-for-service – Our planning and investment management services are on a fee-for-service basis, providing an environment of maximum transparency.
Deep planning capabilities – Through our Focused Wealth® Process, planning is thorough and provides clear direction in accomplishing goals. Our planning services include retirement planning, business exit planning, asset protection solutions, wealth preservation solutions and planning, risk management reduction planning, family legacy development, investment management, asset protection planning, tax planning and more.
Ongoing monitoring of your progress – A successful financial plan is approximately 20 percent planning and 80 percent action and follow-through. Your plan is backed by our thorough, one-on-one progress reviews. Our planning service includes our Wealth Vault® technology that enables you to view all of your assets and liabilities on one page, monitor your financial planning goals and progress, safely store all of your important documents, digitally, and collaborate with your Zeller Kern financial advisor.
Frequent communication – When we ask our clients why they enjoy having us as their chosen advisor, the two words we hear most often are “trust” and “communication.” One of our pillars for providing exceptional service is to thoroughly educate and communicate with our clients. In one way or another, we are in touch with and/or communicate with our clients over 80 times a year.
Responsive investment management – Our investment management is proactive and responsive to changes in market conditions and identifying opportunities for growth. We offer a number of options and approaches to managing your investment portfolios. We carefully plan, prepare, manage, and monitor your investment portfolio according to your wealth objectives, and do so in a way that is objective, tax-efficient, and risk cognizant. Our advice is independent. We use no proprietary investments.
Experienced and credentialed advisors – The wealth advisors at Zeller Kern have over 40 years of combined experience. Our advisors hold credentials that include CFP, AIF, AAMS, MBA and CExP.