Zora Financial is a behavioral-based financial planning and investment management firm providing tailored advice from the comfort of wherever life takes you.
DO YOU KNOW YOUR RISK TOLERANCE?
OBJECTIVE / PRACTICAL / INTEGRATED / CONVENIENT
Is a fee-only, Behavioral-Based, financial planning and investment management firm based in Birmingham, Alabama. We were founded in 2014, as a fiduciary, to provide holistic advice, investment management, and plan implementation nationwide.
WE BRING IT ALL TOGETHER
Investments, Cash Flow, Tax Planning, Retirement Planning, Insurance Planning, Employee Benefits Planning, Education Planning, Debt Planning, Estate Planning, Goal Planning, behavioral coaching, ongoing review, implementation, and you.
We believe the company trusted to make the recommendation should solely be compensated by the investor – otherwise, the advice cannot be considered objective. Zora Financial’s revenue always comes from its clients and never from a third-party."
Jesse C. Zora, CFP
BEHAVIORAL FINANCIAL PLANNING + INVESTMENT MANAGEMENT
PERSONAL FINANCIAL MANAGEMENT (PFM)
This is our flagship service which combines holistic planning, advice, education, management, and most importantly – implementation. Zora Financial clients are affected well beyond their...
BEHAVIORAL INVESTMENT MANAGEMENT
INVESTMENT DESIGN & MANAGEMENT (IM)
Not just investments, cost-effective strategies that remove the middle man. If you are not a PFM client, our Objective Investment Design and Management services are priced as...