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comprehensive. 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.


Zimmerman Wealth Management, LLC®  (ZWM) 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 Zimmerman Wealth Management®  way.
  • Everyone is different, but everyone 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.

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