GBZ

I'm a dad, husband, advisor, and the Co-Founder/Chief Investment Officer at Independence Square Advisors, a Registered Investment Advisor based in Philadelphia.

I'm one of the lucky few that truly loves his job. I have an insatiable interest for the interconnectedness of global finance and a passion for helping my clients navigate the ups and downs of their financial lives in pursuit of the things that matter most to them.

Welcome, I'm zach.

I don't just manage a portfolio for my clients. We work collaboratively on everything in their financial lives that's important to them, crafting strategies that meet them where they.

We may be working on adequate insurance coverage, planning for college, running the numbers on a new home purchase, restructuring a business to save on taxes, determining if you can generate a sustainable retirement income, or any number of other planning and investment circumstances that come up in the course of your life.