Zach Musgrave is a Certified Financial Planner® professional who works with successful individuals and families as they navigate a major financial turning point. Many of Zach’s clients come to him ahead of an upcoming retirement, career transition, business sale, or other significant life event — such as a home sale, inheritance, liquidity event, or the loss of a loved one — and want a clear plan before making complex, irreversible decisions.
Zach believes the foundation of every relationship is a thoughtful financial plan built around the client’s goals, values, and priorities. From there, he helps clients bring structure to the full picture: retirement income planning, tax-aware investment strategy, risk management, and multi-generational wealth transfer.
As a Certified Investment Management Analyst® (CIMA®) with more than a decade of portfolio management experience, Zach builds customized portfolios designed to be both tax-efficient and cost-effective — with a focus on long-term outcomes and disciplined decision-making.
Over the course of his career, Zach has helped guide families through seamless transitions from a retiring advisor, maintaining continuity and a high level of personal service. He also partners with advisors who are preparing for retirement and want a trusted, client-first succession plan for the relationships they’ve built.
Outside of the office, Zach enjoys spending time with his family, playing hockey and golf, and picking up his guitar whenever he can. He lives in Shelburne with his wife Katie, their children, and their rescue dog, Mo.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.