Thomas Zimmerman
CFP®
Zimmerman Wealth Management, LLC
Founder, Principal, & Chief Fiduciary Wealth Advisor
Thomas Zimmerman
CFP®
Zimmerman Wealth Management, LLC
Founder, Principal, & Chief Fiduciary Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Zimmerman, CFP®
Fee-Only financial planner located in Evanston, IL, serving clients locally and across the country
Thomas Zimmerman 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, Thomas Zimmerman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tom Zimmerman founded Zimmerman Wealth Management (ZWM) after an extensive career at Mesirow Financial and Merrill Lynch. With over thirty years of experience as an investment advisor and more than twenty years as a CERTIFIED FINANCIAL PLANNER™, Tom’s vision for ZWM cultivated from the desire to create an independent financial planning and investment advisory firm that could provide objective advice, personalized solutions, and comprehensive financial planning to clients on a fee-only basis.
In 2003, ZWM opened its doors to individuals, families, businesses, retirement plans, accountants, and attorneys to provide the standard of service Tom envisioned.
Over the course of his career, Tom has been cited many times in prominent national publications as a top advisor in the country.
Tom and his family are committed to several community organizations, including the Evanston Public Library at the Robert Crown Community Center, which recently opened in an underserved neighborhood. For several years, he served on the executive committee of the board of the Youth Jobs Center of Evanston.
He is a member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Through these organizations, he has contributed his time by providing pro bono planning.
Tom enjoys spending free time with his wife and son, following Chicago sports teams and enjoying food, wine and music with friends and family.
Tom has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1992.
Thomas Zimmerman 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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Thomas Zimmerman 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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Thomas Zimmerman 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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Thomas Zimmerman 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 Thomas Zimmerman
Office Locations:
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500 Davis Street
Suite 1005
Evanston, IL 60201
