Independent Fiduciary for Business and Private clients.
We design and manage retirement plans and portfolios so you can focus on what you do best.
Why Zen Exists
Business owners work hard, generate strong income, and still lose ground to fragmented planning and retirement plans that never got the attention they deserved. Individuals accumulate accounts over the years and end up with investments that aren’t coordinated and aren’t working toward the same goal.
We started Zen to fix that. We bring structure, discipline, and clarity to the two things that matter most: building the right retirement plan for your business, and managing your personal investments with a real strategy behind them.
No jargon. No complexity for the sake of complexity. Just a steady, organized approach to building long-term wealth.
