Zachary’s Approach
Zachary D. Meulemans
CFP®, ChFC®
Financial Advisor / Member Owner
Overview
Zachary “Zach” Meulemans serves as a financial advisor in Savant’s Middleton, Wisconsin, office, on the University Wealth Management team. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Zach helps individuals and families navigate retirement planning, income and estate tax strategies, wealth transfer, philanthropy, insurance reviews, debt management, and education funding.
Zach entered the financial services field in 2013 and previously worked as a financial professional at Prudential. He earned a bachelor’s degree in business and economics from Ripon College in Wisconsin.
Outside the office, Zach enjoys time with his wife Courtney, son Cooper, and daughter Clara. He likes watching sports, playing golf and basketball, and taking summer trips to Door County. Their dog, Wallie, is usually right by his side.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Ripon College
Bachelor of Arts in Business and Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Financial Consultant®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Summer Financial Planning for University Professors
Summer can offer a natural opportunity to revisit your tax plan, adjust retirement contributions, plan charitable giving, and…
New SALT Rules: What Faculty Need to Know
Learn how 2026 SALT deduction changes work, including new limits, phaseouts, and planning considerations for taxpayers.
All Insights by Zachary D. Meulemans
2 insights
Summer Financial Planning for University Professors
Summer can offer a natural opportunity to revisit your tax plan, adjust retirement contributions, plan charitable giving, and…
New SALT Rules: What Faculty Need to Know
Learn how 2026 SALT deduction changes work, including new limits, phaseouts, and planning considerations for taxpayers.
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
Certification Disclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.