Zimmerman Wealth Management is a fee-only, fiduciary financial planning and wealth management firm located in Evanston, IL serving clients in the greater Chicago area and across the country. Our clients want to know we are on their side, which is why we are a fiduciary for our clients, committed to putting their best interests first. Different stages of life bring different transitions and financial needs. We are committed to finding the right financial solutions for you, no matter your stage of life.
Services
ZWM's mission is to provide world-class comprehensive financial planning and investment management on a fiduciary, fee-only basis. As a fiduciary advisor, we put our clients' best interests first. If we have any potential conflicts of interest, we fully disclose them in language that makes sense. For over 16 years, we've grown solely on referrals from our client base and professionals who know how dedicated we are to our work.
Often, individuals concerned about their financial futures are overwhelmed with a huge range of different companies and options. However, since our first day in 2003, our experience as fiduciary financial planners has allowed ZWM to be a "one-stop shop, " which assists individuals, couples and families in formulating a comprehensive strategy that encompasses all the parts of their financial lives.
Tom founded Zimmerman Wealth Management (ZWM) after an extensive career at Mesirow Financial and Merrill Lynch.
With over thirty years of experience as an investment advisor and more than twenty years as a CERTIFIED FINANCIAL PLANNER, Tom's vision for ZWM cultivated from the desire to create an independent financial planning and investment advisory firm that could provide objective advice, personalized solutions, and comprehensive financial planning to clients on a fee-only basis.
With over thirty years of experience as an investment advisor and more than twenty years as a CERTIFIED FINANCIAL PLANNER, Tom's vision for ZWM cultivated from the desire to create an independent financial planning and investment advisory firm that could provide objective advice, personalized solutions, and comprehensive financial planning to clients on a fee-only basis.
We continue to be available to clients via phone or video conference. We are located on the 10th floor of the 500 Davis Center building on the corner of Davis and Hinman Avenue, two blocks from Northwestern University's Evanston campus. There is free parking for ZWM clients in the building. The garage entrance is on Hinman Avenue.
We take great pride in the fact that our clients come to us. We don't advertise. We don't cut deals with other professionals to generate business. New clients come to us via the best path available - referrals from those who know our dedicated approach best. ZWM customizes your comprehensive financial plan and investment solutions based on your unique circumstances.
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