Zachary Magee helps individuals and families navigate important financial decisions with a focus on building long-term confidence and financial security. He works closely with clients to develop personalized strategies surrounding retirement planning, investment management, insurance solutions, tax-efficient wealth accumulation, and legacy planning.
A significant portion of Zachary’s practice is dedicated to serving young medical professionals and individuals approaching retirement. He enjoys helping physicians and healthcare professionals establish strong financial foundations early in their careers while also guiding pre-retirees through the complexities of preparing for and transitioning into retirement. His goal is to help clients make informed decisions that align their financial resources with the life they want to live.
Zachary earned a bachelor’s degree in mathematics and economics from Vassar College and a Master of Science in Finance (MSF) from Babson College’s F.W. Olin Graduate School of Business. He combines a strong analytical background with a relationship-driven approach, helping clients simplify complex financial topics and create practical strategies for their future.
Based in Indianapolis, Zachary enjoys staying active, exploring downtown with his fiancée, Lauren, and following the Indianapolis Colts. He is also a member of the Indianapolis Hebrew Congregation and values opportunities to stay engaged in his local community.
