Zen Wealth Advisors, LLC

About Us

Zen Wealth Advisors, LLC is a financial planning and wealth management firm based in Marlborough, MA. Founded in 2023, ZWA helps businesses and families create a simpler way to build and maintain wealth. We believe in being direct and honest with our clients so that we can best understand, analyze, and implement the strategies that will empower them to achieve their financial goals. Our services include investment management, retirement planning, college planning, estate planning, tax strategy, and insurance planning. We offer a plan-only option as well as an active asset management model depending on the needs of our clients.

Target Industries
- Small business owners
- Individuals with investable assets of $100,000 or more
- Corporate retirement plans