Money you understand. A plan you can trust.
Make the most of what you've built with a financial plan designed around your family, your goals, and your future.
Are you on track to retire the way you want?
Six questions. One score. See exactly where you stand. Free, and no strings attached.
A planner who actually listens first.
I'm Zac Brown, a financial advisor in Charlotte, NC. My approach is simple: your money should support the life you actually want. So I start by understanding your family, your goals, and what keeps you up at night.
Schedule a call with Zac →Start with something useful.
7 Costly Retirement Mistakes
A 7-point review to see where you really stand.
Who it's for: anyone within 10 years of retiring who wants a clear yes/no on their plan.
The Legacy Playbook
A practical workbook for protecting and passing on what you've built.
Who it's for: families thinking about wills, trusts, and what they want to leave behind.
How Money Works Guide
The fundamentals everyone should know about money.
What you'll learn: the simple building blocks of saving, investing, and protecting what you earn.
You work hard for your money. But is it working hard for you?
You're doing everything right, but without a plan, it's easy to feel like you're treading water. I help families build real protection and a clear path forward.
- ✓One simple plan you can understand
- ✓Protection for the people who depend on you
- ✓A steady partner
Real plans. Real people.
Real Results.
“Zac is very knowledgeable and helpful! He helped me make changes to benefit my financial needs and plans. He is also very easy to work with! Highly recommend him!”
DEANNA E.
GOOGLE REVIEW
“Can't say enough good things about Zac. He's very Professional, Knowledgeable and Personable. I highly recommend him to anyone looking for Financial and Investing help.”
ROBIN S.
GOOGLE REVIEW
“Zac is a financial expert you can trust. No matter if you're needing general advice about your personal finances or help with setting up investments, he's got the expertise and commitment to ensure that your needs and goals are met.”
ZACHARY A.
GOOGLE REVIEW
Trusted by families across the United States
Ready to talk? Pick a time.
A free 30-minute call. No pressure, no jargon, no strings.
- 💬We get to know each otherYour goals, your worries, your timeline.
- 🔍A quick look at where you standHonest feedback on your current setup.
- 🗺️Clear next stepsWhether we work together or not.