Locate & Identify All Assets and Liabilities
Your balance sheet is complicated – we will work with you to make sure it is updated to inform decisions about your future.
Financial Advisor for Business Owners
As a business owner, your wealth is closely tied to your company. We are an award-winning, independent wealth management firm built to help you plan with intention.
$1.8B
in AUM (as of 3/31/2025)
300+
Families & Individual Clients
100%
Employee & Family Owned
Business Owner to Business Owner
In the dynamic landscape of entrepreneurship, business owners navigate many challenges, with financial management standing as a cornerstone of success. Amidst these challenges, having a team that resonates with your journey is important.
The partners of our business know what it’s like to own and operate a business, while managing the finances for their family. We are the trusted advisor who not only understands your unique vision, but can also create a tailored solution fit for success.
Recognized in Our Industry
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An Advisory Team for Your Financial Freedom
At Zuckerman Investment Group, we specialize in helping CEO founders, business owners, and entrepreneurs — before and after liquidity events — navigate complex planning with clarity, confidence, and care.
Whether you’re preparing for growth, succession, or life after an exit, we’re your trusted partner in achieving lasting financial freedom.
Proven
We have 20+ years of experience working with business owners and CEO’s, and understand how to blend your unique asset allocation, liquidity requirements and tax situation into a cohesive financial plan customized for your future success.
Comprehensive
We take a holistic approach to wealth management, working with your accountant, estate planning attorney and full team of advisors to optimize every aspect of your finances.
Investors First
We are investors and researchers, not salespeople or asset allocators, singularly capable of making disciplined, data-driven decisions about your portfolio.
Aligned Interests
We invest directly alongside our clients, fully aligning our interests with your own. If your account goes up or down, so does ours.
As a business owner myself, I understand the weight of every financial decision — both for the company and for your family.
That’s why, as a financial advisor for business owners, our focus is on helping you turn today’s hard work into long-term financial freedom. We don’t just plan — we partner with you for the journey.”
Daniel Zuckerman, Partner & CEO
Liquidity, Exit Planning, and More
A partner for you, your family, and your business.
Cash Flow Management Pre & Post Sale
Expertise on how to optimize your cash throughout the different phases of selling your business.
Retirement Planning & Projections
Set goals and create a strategy to ensure a secure retirement.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Pre-Liquidity Event Planning
Position you for maximum value before selling your business.
Education Planning
Estimate education costs and review investment strategies to reach your education planning goals.
Determine an Asset Allocation & Implement an Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Let’s Talk About Your Future
No hard sales. No products to push. We just want to get to know you.