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““Most investors significantly under perform the market because they don’t follow the basic principles of investing—asset allocation, diversification, cost efficiency, and discipline. We help clients employ these principles to attain their financial goals.””

About Westlake Advisors…Taking the Worry Out of Your Financial Future Is Our Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

David M. Zolt, CFP^®, EA worked over 20 years in corporate retirement and employee benefit planning as a senior fee-only advisor. David’s position as trusted advisor to some of the largest pools of liquid assets in the world gave him the rare opportunity to watch professionals advise multi-million and multi-billion dollar pension funds utilizing the best practices of investing. In the process, he learned firsthand how seasoned professionals invest. David’s clients included The Ford Motor Company, American Greetings, The United Nations, The World Bank and The International Monetary Fund.

In planning for his own financial future, David looked for a personal financial advisor who would advise him in the same independent and truly objective way that he provided advice to clients. David discovered that, unlike the corporate world, personal financial planners are almost exclusively product salespeople and asset gatherers, rather than truly objective financial advisors. Product salespeople are paid commissions for selling clients unnecessarily expensive and inefficient insurance products and loaded mutual funds. Asset gathers try to gather as much of your assets as possible, which may not be in your best interest, because they are paid by taking a percentage of your assets “under management” each year.

Disillusioned with the options available, David learned to do his own retirement and investment planning. After designing and implementing a plan for his own financial independence, David concluded that there is a great need for truly objective and comprehensive financial planning and decided to provide this service to clients.

David is a Certified Financial Planner^®, an Enrolled Agent, and a NAPFA-Registered Financial Advisor. He is also a member of the Financial Planning Association and the Estate Planning Council of Cleveland.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.