Planning & advice
As your needs change, your plan for meeting them should be able to change too. We can help, from simple planning to complex investment management, no matter where you are today, what you're trying to achieve tomorrow, or how you prefer to invest.
Learn about what we offerWhy plan with ZenTrading?
Flexibility
You have the option of working 1-on-1 with a dedicated advisor, access to coaching, or leveraging the ease of digital investing.
Peace of mind
Having a plan built around your goals can help give you the freedom to focus on the things that matter most to you.
Coordination
We can build and manage a portfolio around your goals, and can even review how your non-ZenTrading accounts are invested.
Help navigating life's big moments
Life comes at you fast. Whether you're celebrating a big milestone or adjusting to an unexpected change, ZenTrading can help you navigate all parts of these important moments.
Help navigating life's big moments
Life comes at you fast. Whether you're celebrating a big milestone or adjusting to an unexpected change, ZenTrading can help you navigate all parts of these important moments with our resources, guides, and tools.
Getting Married
Combine finances and plan for your future together
Buying a Home
Save for a down payment and understand mortgage options
Having a Baby
Plan for new expenses and start saving for education
Career Changes
Navigate job transitions and retirement account transfers
Retirement Planning
Create a comprehensive strategy for your retirement years
Inheritance Planning
Manage inherited assets and estate planning considerations
What others are saying about us
Awards and recognition
Most Trusted Wealth Management
IBD Survey 2024
Voted #1 for customer trust and satisfaction
Best Financial Planning Platform
Industry Recognition 2024
Leading platform for comprehensive planning tools
Excellence in Advisory Services
Financial Planning Awards 2024
Outstanding advisory team and client service