About Us

The big view of you.

Zahn Financial Services was established in 1985 to provide independent financial advising to clients with portfolios of all sizes. We are here to help clients of all types make informed decisions and set appropriate long-term goals for a secure financial future.

To us, financial strategy should never be put in a package. It takes an individual approach. That starts with listening. Gauging risk tolerance and learning about special financial circumstances. Making recommendations based on a complete view of each individual or business. Then shifting as life shifts.