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.

Fee-for-service – Our planning and investment management services are based strictly on a fee-for-service basis, providing an environment for maximum transparency and an objective relationship. We receive no commissions as compensation, so there is no conflict of interest.

Deep planning capabilities – Through our Focused Wealth® Process, planning is thorough, easy to understand 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 planning, investment 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 state-of-the-art Wealth Vault® technology that helps monitor your goals and wealth and safely stores all of your important documents. You can access this information anywhere in the world through any mobile device.

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 38 years in combined experience. We are equipped with well-rounded degrees and credentials that include CFP®, AIF, AAMS, MBA and CExP.