Built for the Complexity
That Comes with Wealth
Our team delivers fully customized financial planning and investment management solutions to clients nationwide.
Why Work
With Zajac Group?
We work exclusively with executives, professionals, founders, and families whose financial lives have grown beyond traditional planning.
We are planners, strategists, and problem-solvers by nature. While investment management is an important part of what we do, our deepest value comes from integrating tax planning, equity compensation, and financial strategy into one cohesive plan.
Your financial life will keep evolving. We’ll be here to help.
Our Difference
Planning centered on you, your goals, and your objectives
Our customized wealth management solutions integrate financial planning, tax planning, equity compensation, and investment management into a single-source solution.
Tailored guidance delivered virtually or in-person
Located in the greater Philly area, we’re happy to meet with clients in the office anytime. We also proudly serve clients all over the country via virtual meetings and secure client portals.
Deep specialization in equity compensation planning
We have spent years helping executives and senior professionals understand and optimize their equity compensation. Our approach is designed to integrate equity compensation across your financial, tax, and investment strategies in a way that reflects your full financial picture.
Richard A. Zajac
CFP®, CPA
Daniel Zajac
CFP®, EA
Ben Zajac
CFP®, CIMA
Tracy Franciscus
Experience the Difference
Building wealth and feeling in control of it are two different things.
Schedule a call with our team today.