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Zdenek Financial Planning, with offices in New Jersey and New York, is a comprehensive, fee-only personal financial planning and investment advisory firm serving clients in over thirteen states. Since 1982, we have helped our clients gain greater control over their financial destinies and achieve their lifestyle goals for themselves and their families. We exclusively work with affluent individuals, business owners and senior executives in helping them build, preserve and manage their wealth for their financial independence.

Our proprietary process for wealth management has been granted registered status by the U.S. Patent and Trademark office and has drawn national and regional recognition by publications such as Worth, Medical Economics and The New York Times.

Zdenek Financial Planning has consistently been recognized by Worth magazine for inclusion in “The Worth 250" - a list of what the magazine refers to as America’s best financial advisors. In addition, Medical Economics magazine has consistently recognized us in their listing as one of the “120 Top Financial Advisors for Doctors”.

We welcome the opportunity to design a financial planning and investment strategy for your specific needs and goals. Please feel free to contact us so we can begin to get acquainted and determine how we can customize our program to your situation.


 

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