The financial planner who shows up more than once a year.

Finances are never one-size-fits-all, and you’re not just another client. I’m Zach, a detail-led financial planner you’ll actually speak with. I’ll worry about your money so you don’t have to.

Snyder Private Wealth Partners:

Money changes a lot in 12 months.

Why wait a year? Most big firms do, because they don’t have the time. Most meet you once a year, talk markets for 20 minutes, and call it a review.

I set up meetings three times every year to make sure all parts of your finances are in top shape. Real planning by an independent financial expert.

Your money won’t wait for an annual review, and neither will I.

One plan from every angle.

Planning across investments, tax, cash flow, retirement, equity compensation, insurance, estate, and education. One plan, every angle, with a target completion date on every recommendation.

February. June. October.

Three reviews a year that actually help, plus a tax return review every April and an open enrollment review each fall. Five scheduled touchpoints, not one annual check-in.

Handled with care.

You’ll know exactly who’s reading your documents - I don’t deal with hundreds of portfolios, so you get real, focused advice.

Think we’re a good fit?

Book a call, and I’ll help out either way.

A free half-hour chat. No pitching, no pressure. And if I’m not the right fit? I’ll advise you on who might be able to help.

Who I Work With.

Defense and Aerospace Leaders

Leaders inside private defense and aerospace companies, typically within five to ten years of retirement, with questions about how much is "enough" and complex retirement packages to navigate.

Younger High-Income Families

Younger, high-income families needing advice on cash flow optimization, stock compensation, and tax-efficient wealth building, usually earlier in the curve than their income suggests.

HOW IT STARTS

Everyone starts with a plan. There's no investable minimum, because the planning engagement stands on its own. If investment management makes sense once the plan exists, that's a separate conversation, and a separate fee.

Not Sure I'm the right fit?

Tell me what you're working on and I'll point you somewhere that is.

How I work with you.

Constant conversation, analytical advice, and detailed problem-solving around all aspects of your financial planning. I’ll treat you like a person, because you are one.

Three times a year, I’ll sit down with you to discuss your finances in detail, understand where you’re at, and plan to make your money work for you.

And between the meetings: April - Send me your tax return for review. Fall - An open enrollment review built against your employer's actual plan, not a generic brief.

The year ahead, and everything you need for tax filing season. Contribution limits, savings rate, and payroll elections set while there's still a year to run.

A focused topic, chosen from whatever is actually moving in tax law, the markets, or your situation.

Year-end planning. Roth conversions, harvesting, bracket management, and anything that has to happen before December 31.

Five scheduled touchpoints a year and direct access in between.

Who am I?

I decided to go independent because of the kind of planning I wanted to do - detailed, hands-on, caring - which isn’t really how big firms run. They’re built for scale, not depth.

Financial planning is a long-term relationship - the average age of the profession is 55. I’m 24, which means I’ll be with you through your retirement and beyond. Most advisors are done after a few years, I stick around for the long haul to help the next generation.

Fees, before we chat.

Most of the time, you’ll get how much it costs at the end of an intro call. I don’t think that’s fair.

Financial Planning

Plans $3,000 – $15,000 Annually

An annual planning engagement, priced on how complicated your situation actually is: equity compensation, a pension election, business interests, property beyond your home, multi-state or trust tax returns, your estate structure, how many accounts there are to coordinate, and how close you are to retiring. You’ll get your number in the proposal, before you commit to anything.

Three planning meetings a year, a tax return review every April, an open enrollment review each fall, and direct access in between. At the twelve-month mark, we talk about what the next year should look like.

Actionable, easy to follow, and yours to keep.

Investment management is available to planning clients where it fits the plan, priced separately at 0% to 1.5% depending on account size and strategy. It’s a conversation we have after the plan exists, not before. There’s no investable minimum to work together.

Need something more bespoke?

I can quote you specifically before we begin, not after.

Don't Just take my word for it...

This is what financial planning feels like when it's done properly.

I don’t recall how I happened upon Zach Snyder when I was very unhappy with a large financial services firm and their lack of customer care but finding him was one of the best things that’s ever happened to me and my family. Zach has been nothing but professional, knowledgeable, responsive, and highly tuned to our needs. I can’t say enough about his level of skill and diligence in sorting out not just my wife’s and my finances, but those of my elderly mother-in-law as well. Zach is a consummate financial class act.

I've been working with Zach for over a year, his expertise and professionalism are well above standard, and his performance speaks for itself. I had a very successful and helpful first year with him and can't wait for what the coming years have in store!

After meeting Zach, getting to know him and his passion for helping people, I knew he was the right fit for my philosophy of saving for retirement. He truly loves what he does and his passion of ensuring his clients have the best financial outcomes is evident.

Zach has been great in creating my retirement portfolio. He is an excellent communicator and has helped me to understand how my accounts work in the stock market. Zach is trustworthy and I will continue to work with him in the future.

For someone that turned 65, I was far from being prepared. Zach prepared and educated me in the investment/retirement details before anything ever took place in transitioning any funds. He helped me understand the correct methods for investing and placement. He made the process extremely easy. Zach sets up trimester appointments to meet with me and discuss my portfolio, its status, new recommendations, and to see how things are going on my end. He is very concerned with my financial well-being, current health, and if anything has changed on my end. He has really helped me and made me feel like family.

Frequently asked questions.

Are you qualified?

Yes. I graduated from the University of Maryland with a degree in Economics and a minor in Real Estate Development, gaining expertise in economic theory, financial markets, and real estate investment strategies.

I’m enrolled in the College for Financial Planning, pursuing my Master’s degree in Personal Financial Planning. Plus, I hold two designations: Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC™).

Do you only work with those in the defense and aerospace sectors?

No, but that's my specialty. I also work with younger, high-income families, and with anyone within about ten years from retirement who has a complicated enough situation to need a real plan.

What happens in our chat?

I'll ask about your situation and what's on your mind, and give you a read on it. If it makes sense to keep going, the next step is a goals meeting, then a proposal with a real number in it. You'll know exactly what I'd do and what it costs before you decide anything.

WHAT DOES BEING INDEPENDENT MEAN?

I'm not handed a product list. I have access to the full range of investment platforms, strategies, and insurance, and nobody upstairs cares which one I recommend. Securities and advisory services are offered through LPL Enterprise (LPLE), a registered investment advisor and member FINRA/SIPC, affiliated with LPL Financial. Neither LPLE nor LPL Financial is affiliated with Snyder Private Wealth.

Can we work together remotely?

Yes, most of my clients will work with me via video call. In person is available too.

What if it’s not a fit?

I’ll let you know and help find someone who might be. No offense taken.

Got all the info you need?

Book a 30-minute call.

Contact Zach

Not ready for a call? Email me instead.

Stay in the loop.

One email a month. Market moves that matter, policy shifts that affect your portfolio, and the occasional plain answer to the question everyone else is dodging.