Zachary Golen

Zack has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations with a focus on small to medium-sized companies. His specialty is delivering "end-to-end" worksite financial guidance, including employee education, wellness assessments, group sessions, action planning, and employer reporting.

As an Investment Advisor Representative (IAR), Zack holds a fiduciary duty to his clients, meaning he is fundamentally obligated to provide investment advice that always acts in their best interests.

Zack has earned notable industry recognition, being named a 2020 Financial Times 401 Top Retirement Advisor and an 2026 PLAN ADVISER Top Retirement Plan Adviser — both accomplished honoring elite advisors who specialize in defined contribution retirement plans across the U.S. Committed to continuous growth, he has also earned the Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®) designations.

In 2023, Zack stepped into the CEO role, leading the company with a clear vision centered on delivering exceptional client services for the business owner. Outside of work, Zack remains deeply engaged in his community — supporting fellow advisors, championing entrepreneurial development, and guiding young professionals toward philanthropic purpose, inspiring others to live their future visions today.

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** MANDATORY DISCLOSURE

**2026 Top Retirement Plan Advisers award was issued by PlanAdviser on 03/25/2026 for the period covering 01/01/2025 - 12/31/2025.  Winners are selected based solely on self-reported quantitative data about an adviser’s practice, including amount of plan assets, number of plans, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. The award is not an endorsement or indicative of future performance of the financial adviser. [Compensation was paid for use of marketing materials.] For more information, visit www.planadviser.com.

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