Berndt & Associates

Zimmerman Capital Management, LLC is an independent financial advisor and investment firm located in Salem, Ohio. They offer comprehensive financial planning and investment management services, following a fee-only approach and prioritizing their clients' goals, needs, and risk tolerance. As fiduciaries, Zimmerman Capital Management is committed to placing their clients' interests first and disclosing any conflicts of interest. With a focus on simplicity and peace of mind, they limit the number of clients they serve, aiming to be indispensable in growing and protecting their clients' wealth.Generated from the website

We serve middle-American families of modest investment accounts, focusing on retirement savings. We seek out like-minded clients with good attitudes on accounts as small as $1000, and yes, we serve a few millionaires. Our average household account size is about $300,000, and probably half our client base is education-career related. The other half are small business owners, friends, and family. We carefully interview our prospective clients, and will gladly do the same for referrals that are provided to us.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.