Zachary T. Lauzon

Zachary “Zach” Lauzon serves as a financial advisor in our South Portland, Maine, office, where he focuses on retirement planning, business transition strategies, tax-efficient investing, and wealth transfer planning. A CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor® (CEPA®), Zach works closely with individuals, families, and business owners to help them navigate complex financial decisions with clarity and confidence.

Zach began his career with Richard Brothers Financial Advisors in 2012 and advanced to director of client relations before working at Savant in 2026 when it joined the firm. He takes a people-first, planning-focused approach to advising, helping clients address sophisticated financial matters such as executive compensation, portfolio management, cash flow planning, and business succession. His goal is to simplify complexity and provide clients with practical strategies that support long-term financial goals.

Zach earned a bachelor’s degree in accounting and finance, magna cum laude, from Saint Joseph’s College in Standish, Maine.

Active in his local community, Zach serves on the advisory board for the Northern York County YMCA. He lives in Biddeford, Maine, with his wife and two sons, where he enjoys spending summer days at Hills Beach, golfing, throwing the ball around the yard, and embracing all the fun that comes with raising two active boys.