Wayne B. Zussman,  CFP<sup>&reg;</sup> - Financial Advisor

Wayne B. Zussman, CFP®


The Colony Group

28 S. Washington St.
Easton, MD 21601

The Colony Group

7475 Wisconsin Ave, Ste 600
Bethesda, MD 20814
(301) 330-7500


Wayne Zussman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Colony Group in Easton, MD and the surrounding communities.

Financial Advisor Overview

Zussman Financial Advisors, Inc. was founded on the premise that high quality, independent financial advice and investment management should be available to everyone who has a desire to improve his or her financial well-being.

Our primary objective is to earn your trust by understanding both your financial and personal goals and developing only those strategies appropriate to your individual needs.

We continually strive to provide the best comprehensive financial planning and investment management services.

We take an independent and unbiased approach to develop solutions needed to meet your goals.

We have based our business model on relationships, not transactions.


Financial Advisor Experience

Wayne works with individuals to accumulate and preserve wealth by providing comprehensive financial planning and portfolio management services. He specializes in retirement planning, education funding, investment management, income tax preparation and insurance/risk management.

His primary objective is to understand both the financial and personal goals of each client while developing strategies appropriate to those goals and current market conditions.

As a Certified Financial Planner™, Wayne practiced initially with Sullivan, Bruyette, Speros and Blayney, Inc. before venturing out on his own. Prior to entering the financial planning field, Wayne worked as a Senior Financial Analyst in the real estate and construction industries.

Wayne has appeared as a guest on CNN's Financial Network program Your Money and has been featured in The Wall Street Journal and USA Today. Please see the News and Articles section of our website (www.ZussmanFinancialAdvisors.com) to view the articles.

Wayne is a graduate of the College of Financial Planning. He earned his MBA from Pace University and his Bachelor of Science in Accounting from the State University of New York.

Wayne is a member of the Financial Planning Association®.

He currently serves as Treasurer of My Breast Friends, a breast cancer support network and as Treasurer of his homeowners’ association. His community activities have included coaching for Special Olympics and volunteering within the Make-A-Wish and Juvenile Diabetes Foundations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Other - MBA, ADFA

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Men's Finances, Personal Taxes


Helpful Financial Planning Resources