Zephyrus Financial Services

About Us

Zephyrus Financial Services was founded in 1998. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. Named after the mythological god of the west wind, Zephyrus is often portrayed in literature as thoughtful and benevolent. Our clients are confident we will be there supporting and adjusting their financial roadmap through every milestone in their lives.

We are passionate about educating clients and enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about your family, hobbies and dreams. It’s important we get to know you before creating your financial roadmap.