- PROSPECTIVE ADVISORS -

We believe new planners need a clear career path within the fee-only industry. There IS a better way than the commission or fee-based advisory and insurance world. We want to become your new home and foster a career rooted in expert knowledge, continuing education and true compassion for your clients.


- SUCCESSION PLANNING -

We are THE fee-only financial planning and investment management firm of the future.

We grow through traditional marketing and inbound marketing, yet we believe one of the largest areas of growth for our firm will come from existing advisors. Whether this is Zora Financial providing you continuity, succession, or simply a better place to continue and end your career, we would love to facilitate a discussion.


- Let's start a conversation -