Our Values

Wealth Advisors with a Strong Culture of Ethics and Conduct

For over 10 years, Zeller Kern has developed our stated values that create our culture. We realize we are given great responsibility. Our clients’ lives, wealth, and well-being depend on our values. We are committed to seeing that all of your financial needs are met by provided you with sound, ethical and trusted financial advice.

We employ a disciplined investment philosophy backed by our commitment to values, research, and fiduciary responsibility.


Giving Back

We are always striving to give back in a way that shows our deep care for others and we serve to enrich the lives of others. It is our privilege to provide support to our local community and charitable organizations.

Philanthropy

Prudent, Proactive, Risk-Adverse Investment Management Strategies

With open communication, our financial planning services and wealth advisement have helped hundreds of clients navigate markets to achieve clarity in their financial future.

Financial Progress

Exceptional Client Satisfaction

We go above and beyond expectations and take every measure to understand your individual financial needs.

To receive that Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Client Service

Credentials and Affiliations

Our on-going professional education is our commitment to our clients and to our industry.




Professional Achievement

We would be more than happy to have a purposeful conversation with you, to listen and explore ways to potentially build the profitability of your existing wealth, increase your ability to contribute toward your priorities, prepare for your legacy, and better protect your assets.

We invite you to explore the possibilities. Call us at 916.436.8270 or email us at askme@zellerkern.com