Zach Housen
Associate Wealth Advisor
Experience and Education
Zach works closely with clients to develop customized wealth plans to help them achieve their long-term goals. Prior to his current position, Zach was a client service associate at Mariner Wealth Advisors. He joined the firm as an intern in 2016.
He has a bachelor’s degree in finance from the University of Delaware.
Zach’s Office
Insights
10 Tips for Teaching Your Children About Wealth Management
March 1, 2023
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
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Which Charitable Strategies Can Help Cut My Tax Bill?
March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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How to Discuss Prenups with Your Partner
February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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