Thomas H. Zimmerman,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas H. Zimmerman, CFP®

Principal, CEO

Zimmerman Wealth Management, LLC

500 Davis St, Ste 1005
Evanston, IL 60201-4643
(847) 556-3200 CONNECT WITH Thomas
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Thomas Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zimmerman Wealth Management, LLC in Evanston, IL and the surrounding communities.

Financial Advisor Overview

Zimmerman Wealth Management's mission is to help our clients identify and achieve their life goals by proper organization and management of their financial assets. We provide objective advice as to the best solutions for each client. We strive to achieve our goals by working closely with our clients to determine the smartest and most appropriate strategies for their individual situations.

We are paid on a fee-only basis. This means that our clients pay us for our advice, period. We accept no commissions or referral fees from any parties. As a "Fee-Only" firm, ZWM believes there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

ZWM specializes in comprehensive and objective financial planning, addressing:

  • Investment planning and implementation
  • Financial independence planning/retirement planning
  • Risk analysis and risk management (insurance planning)
  • Estate planning strategy and overview
  • Tax planning
  • Charitable giving
  • Family asset preservation/family wealth planning
  • Business planning/succession planning

Most importantly, ZWM provides a continuous extraordinary level of service, a hands-on approach that separates us from the competition. We deliver a consistently high level of prompt, individually tailored, detail-oriented attention in the management of your assets. Our standard is to deliver professional, personalized attention that is significantly above and beyond that offered by most financial services providers.


Financial Advisor Experience

I have been advising clients for over 30 years. I have seen many trends and fads come and go; up markets, down markets, good investment and planning ideas, along with the not so good ones. My mission is to bring what I have learned to each of my client relationships, using comprehensive planning to help my client families grow their wealth and to establish and achieve their life goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


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