Connect with a financial advisor
Whether you're just getting started or have complex financial needs, our advisors can help you create a personalized plan to reach your goals.
Get matched with an advisorHow an advisor can help you
Personalized financial planning
Work with an advisor to create a comprehensive plan tailored to your unique goals and circumstances.
Investment management
Professional portfolio management and ongoing investment oversight to help grow your wealth.
Retirement planning
Strategic guidance to help ensure you're on track for a comfortable retirement.
Tax optimization
Tax-smart strategies designed to help you keep more of what you earn.
What are your financial goals?
Select your primary focus areas to get matched with the right advisor for your needs.
Retirement Planning
Plan for a secure and comfortable retirement
Wealth Management
Grow and protect your wealth over time
Education Funding
Save for your children's education expenses
Estate Planning
Plan for the transfer of your wealth
Tax Planning
Optimize your tax strategy
Insurance Planning
Protect your family and assets
Choose your advisor relationship
ZenTrading Personal Advisor
Work one-on-one with a dedicated ZenTrading advisor who understands your complete financial picture.
Eligibility: $500,000+ in eligible accounts
- ✓Dedicated advisor relationship
- ✓Comprehensive financial planning
- ✓Investment management
- ✓Ongoing support and guidance
ZenTrading Private Wealth Team
For ultra-high-net-worth clients, work with a complete wealth management team.
Eligibility: $2M+ managed, $10M+ total assets
- ✓Dedicated wealth team
- ✓Estate and trust planning
- ✓Tax optimization strategies
- ✓Concierge-level service
Independent Advisor Network
Connect with independent advisors in our network who specialize in your specific needs.
Eligibility: Various minimums
- ✓Specialized expertise
- ✓Local advisor options
- ✓Flexible service models
- ✓Competitive fee structures
Ready to get started?
Answer a few questions about your financial situation and goals, and we'll connect you with qualified advisors who can help.
Ready to get started?
Connect with our team to find the right advisor for your needs.