Our Firm

We are proud of our unique approach at Zephyrus Financial Services. We plan first and invest second, which means we work with you to create a customized financial roadmap before we even start discussing investments. In fact, we believe this roadmap is so important we create it for advisory clients free of charge.

Zephyrus, the mythological god of the west wind, is often portrayed in literature as thoughtful and benevolent. Named after this, Zephyrus Financial Services is a breath of fresh air in the financial world. The west wind is the most favorable wind, much like our honest, conservative, plan-first approach.

Our advisors have experience both in the financial and education industries. These unique perspectives allow us to offer the guidance and care you want and need. Educating our clients about their investments is a top priority for us, and we are committed to honest, open communication. While we are based in Minnesota, we are able to work with clients throughout the country using award-winning technology. Another differentiator: We travel to you and work with you in the comfort of your own home or office.

Clients trust us to help with:

• Investing principles and strategies
  
• Retirement planning and distribution strategies
  
• Estate planning
  
• Risk management analysis
   

Common concerns we can address:

• When can I retire?
  
• Are my investments right for me and my goals?
  
• What’s a good approach for college savings?
  
• Do I have enough life insurance for my family?
  

Contact us today to get started.