Financial Zen

Overview

Financial Zen is an independent, individually owned registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and it supplements client outreach with published periodicals, newsletters, and educational seminars or workshops. Compensation is billed through a combination of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor, it is not designated as a multi-state adviser, and it is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives