Broker Check

Wealth Management · Evanston, IllinoisWelcome to Zimmerman Wealth Management

Celebrating over 23 years of Fiduciary Partnership

Schedule a Consultation

what we doCOMPREHENSIVE, PROACTIVE, COMMITTED.

Zimmerman Wealth Management® is a fee-only, Fiduciary Financial Planning and wealth management firm located in Evanston, Illinois, serving clients in the greater Chicago area and across the country.

Who we areZimmerman Wealth Management, LLC® (ZWM)

Who we areZimmerman Wealth Management, LLC® (ZWM)

As a firm of Certified Financial Planners®, we believe

  • Our clients want to know we are on their side, which is why ZWM is a fiduciary for our clients, committed to putting their best interests first. Period. It is the ZWM WAY.
  • Every person is different, but every person deserves the best solutions and service. We get that, and we deliver.
  • You worked hard for your money; it should work hard for you. We are dedicated to making that happen.
  • A Zimmerman Wealth Management® comprehensive financial plan can take the stress out of overcoming your money challenges. You can achieve your goals with the help of our planning and our implementation of custom-designed solutions.
    • Our Clients can sleep better at night, because we are dedicated to planning conservatively.
    • Different stages of life bring different transitions and financial needs. We are committed to finding the right financial solutions for you, no matter your stage of life.
  • Our clients want stability. We have families of clients who have been with us for 2, 3 and even 4 generations. We are committed to providing reliable advice for many new generations to come.

Our ServicesBUILDING YOU THE BEST PLAN POSSIBLE

Often, individuals concerned about their financial futures are overwhelmed with a huge range of different companies and options.

However, since our first day in 2003, our experience as fiduciary financial planners has allowed Zimmerman Wealth Management to be a “one-stop shop,” which assists individuals, couples and families in formulating a comprehensive strategy that encompasses all the parts of their financial lives.

And after all, your finances are just a tool to help you live your best life.

01Comprehensive Financial Planning

Our experience as fiduciary financial planners has allowed Zimmerman Wealth Management to be a “one-stop shop,” which assists individuals, couples and families in formulating a comprehensive strategy that encompasses all the parts of their financial lives.

Learn more

02 / FeaturedOur Process

You make the decision whether we're the best fit for you and your family. If so, we get right to work to design a reliable plan for your future based on your goals.

Learn more

03Investment Management

As soon as you engage us for financial management services, we get to work creating a customized strategy designed to help your wealth grow.

Learn more

04How We Charge

 As a firm of CFP® professionals, we are always focused on our fiduciary duty. Being a fiduciary means we do what is best for you, no matter what.

Learn more

our StoryZimmerman Wealth Management's mission is to provide world-class comprehensive financial planning and investment management on a fiduciary, fee-only basis.

As a fiduciary advisor adhering to the highest form of the fiduciary standard, we put our clients' best interests first, period. If we have any potential conflicts of interest, we fully disclose them in language that makes sense. Our Fee-Only approach means that every dollar of revenue into our firm cpomes from our clients via transparent fee billings. We receive no payments from outside sources.

For over 23 years, we’ve grown primarily via referrals from our clients and professionals who know how dedicated we are to our work. We work every day to make sure we live up to our clients' trust in us. And we are proud that are clients are so happy with our firm. We are proud of our recent client satisfaction survey results: about 95% of the responding clients are "Extremely Satisfied" and about 5% are "Very Satisfied." (ZWM Client Survey, 2024)

About UsZimmerman Wealth Management, LLC is a fiduciary, fee-only SEC Registered Investment Advisor.


As a team of CERTIFIED FINANCIAL PLANNER® professionals we are 100% committed to helping you reach your financial goals through personalized, responsive solutions and service.

85+

Years of Experience

4

Generations Served

8

Advisors & Staff

Contact usBegin a conversation about your financial future.

Whether you are planning for retirement, transitioning a business, or building a legacy for the next generation — we would be honored to listen.

Schedule a Conversation

We Use Cookies

We use cookies to give you the best experience on our site. By continuing to browse, you're agreeing to our use of cookies. Find out more in our Cookie Policy.