Independent, fee only, investment advisor since 2000
Fee only investment adviser
View Personal Bio
Zach Wallace understands the needs of clients and puts them first. Accessibility,
competence and ownership are core principals of how he works with clients. Zach strives
for long term partnerships. He knows there are ups and downs in your life and you need
somebody that can listen to you
Zach started his career at a national financial planning firm. There he learned the importance of listening to clients and getting the details right. However, he felt that the large
scale and sales quotas limited his ability to give high quality advice. He joined Murphy
Pohlad Asset Management in 2020 because he knows it’s more than just “picking stocks” or
selling products – it is about building long term success with clients.
Zach has a B.A. in Economics from the University of Minnesota. He is a CFP® professional,
and holds his CRPC® (Chartered Retirement Planning Counselor) designation.