Zach Lundak

I’m Zach Lundak, CFA, CFP® and I founded this business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.

That’s why I offer hourly financial planning: Whether you are building wealth or designing a retirement strategy, I’m here to help you make sense of your finances. No question is too small, no goal too big. You get my full attention and expertise, billed simply by the hour.

The wealth management industry often overlooks a simple truth: many clients are great at managing their own investments, but they still want a relationship a professional to ensure they aren’t missing anything.