Everything the modern Dad needs to navigate the turbulent financial waters of being a parent in today's economy.

Raising a family is different these days

New Book coming soon!

We Do the math

• Baby budgeting
• Investing for three (or more)
• protecting what you've built
• planning for multiple generations
• how much is college going to cost?
• the math of time
• and more!

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more about Zach

Hello! I’m Zach, a practicing Certified Financial Planner Professional and a Chartered Financial Analyst with over a decade of experience helping clients make sense of the complexities in their financial lives. I am the Chief Investment Officer of Independence Square Advisors and ISQ Capital.

Zach

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Client notes

Graciously shared

— Amy S.

— Fred D.

— Sally S.

“Zach is so easy to understand and very knowledgeable. I would recommend him without hesitation."

“My sister raved about you following her consultation. Steve showed excellent taste in bringing you on as a partner. Thank you so much for your intelligent and compassionate guidance."

“Excellent service! "

Zach Mineur has been championing my financial investments since his arrival. He is accessible, communicative, and incredibly knowledgeable. He has an awareness of my goals and continues to guide my investments, divestments and trusts with forethought and care. I so appreciate him.

— Mike S.

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