Business Relationships


Zainer Rinehart Clarke, DFK
 

Zainer Rinehart Clarke DFK, is a CPA firm and an affiliate of ZRC Financial Services, LLC. Since 1979, they have earned local, national, and international recognition for quality, creativity, and integrity for the services they provide: tax management, accounting and auditing, litigation support, and business advising. Whenever clients of the investment advisory firm need additional support such as estate planning and tax management, the collaboration with the accounting firm is smooth and seamless. www.zrcdfk.com

 
Schwab Institutional
  Charles Schwab and Company is ZRC's preferred custodian for client funds and securities. Transactions are executed through Schwab Institutional, which is dedicated to working with independent financial advisors. In addition to ZRC's regular quarterly reporting, clients can view their accounts online through Schwab's own website.
 
Aegis Group
 

ZRC Financial Services, LLC is a member of the Aegis Group, which is a network of ten independent financial planning and investment management firms throughout the U.S. The common goal of the Aegis members is to be on the technical and intellectual forefront of professional investment advisors in order to provide the most up-to-date solutions to members' clients and to spread the knowledge among individual members. The group's synergy enhances its members' effectiveness without compromising independence or objectivity.

Aegis was the "shield of Jupiter' in Roman mythology and symbolizes the role we perform in shielding our clients from investment perils, as well as the strength gained through collective wisdom.

 
Aegis Group Members
Nancy Blunck, MS, CFP
Blunck Financial
Anchorage, Alaska
Rick Clarke, CPA, PFS
ZRC Financial Services, LLC
Santa Rosa, California
Bill Dix
Gordon Dix Partners
Durham, North Carolina
Mike Durant, CFP
Belmont Financial Group
Belmont, Massachusetts
John Eckel, CFP, CFA
Pinnacle Investment Management, Inc.
Simsbury, Connecticut
Tom Gnuse
HTG Investment Advisors, Inc.
New Canaan, Connecticut
Kathleen Kee, CFP
Perkins Group
Portland, Oregon
Pamela Krueger
Third Coast Wealth Advisors
Austin, Texas
Marty Kurtz, CFP
The Planning Center
Moline, Illinois
John Henry Low
Knickerbocker Advisors, Inc.
Pine Plains, New York
Benjamin Tobias, CFP, CIMA, CPA, PFS
Tobias Financial Advisors
Ft. Lauderdale, Florida
 
   
Other Professionals
 

We respect existing relationships with your other professionals, such as accountants, tax preparers and attorneys, and will effectively team up with them to accomplish your goals and objectives. If you do need a referral, we can also accommodate that request as we have working relationships with many other professionals.