Marshall Garrett
CFP®
Zimmerman Wealth Management
Financial Wealth Advisor
Marshall Garrett
CFP®
Zimmerman Wealth Management
Financial Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marshall Garrett, CFP®
Fee-Only financial planner located in Evanston, IL, serving clients locally and across the country
Marshall Garrett is a Evanston, IL fee-only financial planner. Zimmerman Wealth Management, LLC provides comprehensive financial planning and investment management to help high-net worth and ultra-high-net worth families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marshall Garrett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
joined ZWM in 2013 after gaining experience in client service and portfolio administration at another financial planning firm. Prior to moving to Chicago in 2012, Marshall earned a Bachelor of Business Administration degree in Economics from St. Edward’s University and both an MBA and a Master of Science in Personal Financial Planning from Texas Tech University, a CERTIFIED FINANCIAL PLANNER™ practitioner board-registered program. As a financial planner, Marshall is deeply committed to helping clients achieve their financial goals and providing timely guidance during their life transitions.
Marshall and his wife are active in the community and are devoted to helping underserved groups. In the past, Marshall was on the board of the Young Leaders Fund, an initiative of the Chicago Community Trust, which helps identify and assist up-and-coming non-profit organizations that are making a positive impact in Chicago’s underserved communities. Marshall also volunteers for the Financial Planning Association (FPA) and has assisted the Youth Jobs Center of Evanston in enhancing the organization’s donations infrastructure.
Marshall is an Austin native and moved to Chicago in 2012. He lives downtown with his wife and their Goldendoodle. Together, they enjoy traveling, live music and spending time with family and friends.
Marshall has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.
Marshall Garrett is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Zimmerman Wealth Management, LLC (ZWM) is a fee-only SEC Registered Investment Advisor. We pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary “Wealth management” goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.
Our primary focus is to help individuals and families reach their life goals by developing strategies and programs that help them achieve their financial goals. Our personalized service and commitment to the highest professional standards and practices allow us to offer expansive and flexible wealth management options. Our programs provide a complete picture of your financial status with quarterly reports designed to keep you abreast of your investments and move you closer to your goals. The growth of our business relies solely on referrals from our client base and those professionals who know our work. Most of our clients are so happy with our level of personal services and expertise that they are pleased to recommend us to their friends, when given the opportunity.
Tom Zimmerman, principal and founder of ZWM, has over 30 years of experience as an advisor and Certified Financial Planner. He and his team are standing by to help you reach your life and financial goals. Please feel free to use this site to help you gauge whether our fiduciary wealth management services suit your money management needs. We’re sure that we’ll be able to draw a complete financial roadmap designed to meet your future financial objectives. And we do so with more flexibility and personalized service that might be available from other advisors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Marshall Garrett is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marshall Garrett is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Marshall Garrett is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Marshall Garrett
Office Locations:
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500 Davis Street
Suite 1005
Evanston, IL 60201
