A family owned-and-operated financial services firm with over 40 years experience and expertise. Our advisors understand the unique needs and day-to-day challenges you face as a business owner, and in growing your business. Often times your personal finances may be closely or directly associated with your company - making for more complicated financial and investment planning needs than the average investor.
Whether it be employee benefit and retirement plans, or formulating a succession or exit plan and transfer of that wealth to fund your retirement, or other investment related needs, we have the experience to serve as your holistic and comprehensive wealth manager so that you can continue to focus on the growth and success of your business.
Whether it be employee benefit and retirement plans, or formulating a succession or exit plan and transfer of that wealth to fund your retirement, or other investment related needs, we have the experience to serve as your holistic and comprehensive wealth manager so that you can continue to focus on the growth and success of your business.
Services
A family owned-and-operated financial services firm with over 40 years collective experience and expertise. Less than $500,000$500,000 - $1 million$1 million - $5 millionMore than $5 millionOur experienced advisors specialize at handling different asset levels. By indicating your portfolio size, we can successfully match you with the right advisor.
A family owned-and-operated financial services firm with over 40 years collective experience and expertise. All advisors and agents at The Zois Group have all necessary certifications to perform the services we provide for our clientele. Our financial advisors have successfully passed the Uniform Investment Advisor Law exam and hold the Series 65 designation.
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