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.
/COMPLIANCE:2025-5929/

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it impo...
06/17/2026

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it important to plan for. Transitioning a business after the passing of an associate can be difficult, but I can help guide you.

Three options to consider in preparation for transitioning a business after the passing of an associate. 

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking t...
06/15/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

Consider the pros and cons of starting a business before taking the leap into self-employment.

How much do you know about stocks?
06/12/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has an...
06/10/2026

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has answers – and insight on financial role models.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Your 30s can be an exciting time. You’re advancing in your career, making more money than you ever have before, but reme...
06/08/2026

Your 30s can be an exciting time. You’re advancing in your career, making more money than you ever have before, but remember that each increase in income doesn’t necessarily mean you should increase your lifestyle. Now is a prime time to increase you

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Emily began her career in finance on a nontraditional path of financial education, living and working abroad with impoverished communities in the field of microfinance. As friends and family came to her for financial advice, she realized that her calling was to work in her own community with those s...

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial futu...
06/05/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

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?

Address

2111 Route 34 South
Wall, NJ
07764

Telephone

+17325589433

Website

Alerts

Be the first to know and let us send you an email when Emily Zeigler, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category