Emily Zeigler, CFP

Emily Zeigler, CFP High net worth financial planner, with a specialty in business owners and charitable planning

I help mission-driven families and entrepreneurs align their wealth with their values — so they can grow well, give well, and live with intention. As a CFP®, CEPA®, and CAP®, I integrate advanced financial planning, exit strategy, and charitable giving expertise to help clients make confident decisions around their wealth, businesses, and legacies — maximizing impact for their families, communitie

s, and the causes they care about most. We serve as the central hub — coordinating elite specialists across tax, legal, investment, insurance, and philanthropy — to deliver cohesive, strategic advice designed to protect and grow your wealth while amplifying your impact. Focus Areas:

-Tax mitigation & investment efficiency
-Charitable planning & philanthropic impact
-Business succession & liquidity events
-Asset protection & estate planning
-Family governance & wealth education

You focus on running your business and living with purpose — we coordinate the specialists, strategies, and structures to ensure your wealth is aligned, optimized, and working toward your greater mission.
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How will your investments weather the ups and downs of the business cycle?
06/03/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected
06/01/2026

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected

How to help make sure your family is covered financially should something happen to either spouse

It isn't whether you should have auto insurance - it's what kind you should have.
05/29/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
05/27/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The key to healthcare in retirement might be a patchwork of different choices.
05/25/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
05/22/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Have a kid heading off to college? Here are a few tips.
05/20/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
05/18/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get gu...
05/15/2026

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

Get guaranteed retirement income with an annuity. Here’s how.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
05/13/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Address

2111 Route 34 South
Wall, NJ
07764

Telephone

+17325589433

Website

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