Experienced, Honest Advice
Zajac Group is a boutique wealth management firm. We offer fully customized financial planning and investment management solutions to clients nationwide.
How Can We Help?
We work with you to build a comprehensive plan for accumulating, preserving, and transferring wealth.
Nationwide Reach
While we are happily located just outside of Philadelphia, our decades of financial experience, especially working with clients who have equity compensation and employee stock options, has allowed the Zajac Group to reach clients all across the country.
Comprehensive Planning
We take the time to understand your goals and objectives. We build customized wealth management solutions that integrate financial planning, tax planning, equity compensation, and investment management into a single-source solution.
Equity Compensation Niche
We have years of experience working with clients that receive equity compensation. We specialize in developing solutions that integrate equity compensation into your financial, tax, and investment strategies. Whether you are an executive, an employee, a retiree, a founder, pre-IPO or post-IPO – we can help you take full advantage of company-issued stock options and other stock grants.
Capable, Client Focused, Authentic
We have extensive experience, leading technology, and deep investment resources, yet, we operate as a boutique firm, providing you with an authentic, individualized financial experience. We offer ongoing guidance to help you avoid mistakes and make consistently smart decisions to protect, grow, and transfer your wealth.
Meet Our Team
Richard A. Zajac
CFP®, CPA
The resident CPA, Rick’s calming presence keeps the ship straight – Even though he has transitioned the day to day running of the business. Rick has an extensive financial planning background, including 30+ years as a CPA and 20+ years of experience as a CERTIFIED FINANCIAL PLANNER™ Professional. Rick prides himself on being an independent financial planner and is able to simplify complex financial topics into terms that clients can better understand, helping to increase the transparency of the entire financial planning process.
Daniel Zajac
CFP®, EA
Lead equity compensation enthusiast – Daniel likes all things equity compensation, probably too much. Daniel is a CERTIFIED FINANCIAL PLANNER™ Professional who has extensive experience working with high net worth clients who have equity compensation. Daniel is responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.
Ben Zajac
CFP®, CIMA
Chief People Person – Ben likes people, and fortunately for us, people like him, too. Ben is a CERTIFIED FINANCIAL PLANNER™ Professional who is knowledgeable and experienced in various aspects of financial planning. He works closely with clients to help them make informed decisions for today and for their future. His areas of focus include investment, income, insurance and retirement planning.
Tracy Franciscus
Tracy’s role revolves around successfully providing a flawless customer service experience for every client of the firm, which she handles with ease and aplomb. She is experienced in operations and systems, and at the Zajac Group, she oversees a wide range of areas, including compliance, licensing, operations, office administration, and processing, making her an invaluable team member.