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Our missionAbout Us

The Zimmer Financial Group was built on a belief that true financial advising goes beyond
numbers, it’s about trust, relationships, and growth. Our mission is to serve as a reliable partner,
offering education, transparency, and strategies tailored to every stage of life. We are dedicated
to helping clients feel prepared and supported while pursuing their long-term goals.

Who We are18 years of experience

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

meet the teamWho you will be working with

Our team is dedicated to helping clients achieve their financial goals. Providing personalized
strategies in investment management, retirement, and estate planning. While ensuring every client experience is seamless, organized, and welcoming.

Robert Zimmer

Robert Zimmer

Financial Advisor | Investment & Retirement Planning Specialist

410-833-2640

robert@thezimmerfinancialgroup.com

As a client-first investment management specialist, I offer tailored strategies for individuals, families, and business owners. I provide thoughtful guidance and comprehensive solutions across different life stages as a Financial Advisor.

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Alannah Kernan

Alannah Kernan

Executive Assistant | Client Service & Office Operations

410-833-2640

alannah@thezimmerfinancialgroup.com

As the executive assistant at The Zimmer Financial Group, I provide smooth operations and exceptional client experiences. I handle daily tasks and communications, serving as a reliable contact for clients and partners.

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