Our Mission

Zonka & Associates was founded with the goal of developing unique financial strategies for each client’s individual needs. 

With vast amounts of financial information available to the individual today via Internet, television and the well-meaning co-worker or neighbor with “can’t lose” portfolio tips, getting information isn’t the problem.  Putting the information to work using a methodical, understandable and individualized approach to wealth building and preservation is the most difficult challenge.

Operating independently of Wall Street’s iconic names and mass-market approach to client service, Zonka & Associates provides a different experience.  Through our Financial Consultants' relationships with LPL Financial, we offer access to a remarkably broad array of financial planning services and investment alternatives covering the broad spectrum, coupled with several methods of compensation available to our clients. 

The final combination of service, product and compensation is determined in consultation with the client, with “the cards on the table” and with comprehensive alternatives from which to choose.