Zachary Musgrave
Zachary Musgrave, CFP®, CIMA® Registered Representative, RJFS

Zach is dedicated to helping his clients pursue their personal goals and, ultimately, financial independence. His focus encompasses comprehensive financial planning with an emphasis on investment management, retirement planning, and investment research and analysis.

Zach knows that there are many factors that go into financial decisions and that a lot of stress is related to that process. He strives to make those decisions easier for his clients and, in turn, make life easier for them. He also understands that loyalty and care are paramount in every quality client relationship, and that trust and competency are two of the most valuable attributes an advisor could have.

Zach makes it his practice to always put the interests of his clients ahead of his own. As a Certified Financial Planner™ practitioner, Zach adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Zach is also a Certified Investment Management AnalystSM. He understands the financial complexities and risks that come with being in the highest tax bracket and, perhaps most important, understands how individual investments are being managed and how they work together.

Zach enjoys being in the role of coach and teacher, educating his clients about financial matters and guiding them through each in an objective, practical and easy-to-understand way.

Zach has been with Hickok & Boardman Capital Management since 2013 in a variety of positions, including associate financial planner, financial planner and director of investment strategy. He holds Series 7 and 66 securities licenses.

He is a graduate of St. Michael’s College, where he earned a bachelor’s degree in business administration with concentrations in accounting, finance, international business and management.

In the community, Zach is a member of the Leadership Champlain Class of 2021 and serves as secretary of the Cancer Patient Support Foundation.

Zach is originally from Bedford, New Hampshire, and lives in Burlington with his fiancée, Katie, and their dog, Maureen. Outside of the office, he enjoys golf, hockey, playing guitar, and spending time with friends and family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.