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Our Firm

Zephyrus, the mythological god of the west wind, is often portrayed in literature as thoughtful and benevolent. Named after this god, 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 firm was born out of the desire to approach personal investing from this “plan first” mentality. Often times, financial professionals will jump to products without first crafting a plan for success. At our firm, we plan first and invest second. We give our clients honest and straightforward guidance and work to educate them on their investment decisions.

Our professionals have experience both in the financial and education industries. These unique perspectives allow us to offer the education, guidance, and care our clients want and need. Educating our clients about their investments is a top priority for us and we are committed to honest, open communication. Contact us today to get started.