Zach Huneycutt
Your Trusted Partners in Personalized Wealth Management
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Your Trusted Partners in Personalized Wealth Management
Areas of Focus
- Estate Planning
- Exit Planning
- Giving
- High Net Worth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Zach Huneycutt
Zach Huneycutt serves as the Chief Investment Officer and a Partner of Strathmore Capital.Prior to joining Strathmore, Zach was a Vice President at Dimensional Fund Advisors where he provided portfolio and small business consulting for $4.3 billion in invested assets to independent financial advisors in North Carolina and South Carolina.
Prior to Dimensional, Zach spent 9 years in the U.S. Marine Corps where he flew EA-6B Prowlers.
Zach earned his BS in Business Administration from UNC and an MBA in Investment Finance from Duke.
Zach and his wife live in the Mountain Island Lake community where they spend most of their time cheering or coaching their 3 kids in various sports.
Professional Designations
- Master of Business Administration (MBA)
Affiliations
- Financial Planning Association
Primary Location
2825 South Blvd., Suite 350, Charlotte, NC 28209
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005 and continues this tradition with .What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Duke University - The Fuqua School of Business, Master of Business Administration (M.B.A.), Concentration in Finance | The University of North Carolina at Chapel Hill, Bachelor of Science (BS), Business Administration and Finance
Volunteer Experience
Thompson Child & Family Focus - Endowment Investment Committee Member First Baptist Church Mount Holly - Finance Committee Chair
Hobbies and Interests
- Baseball
- Boating
- Church
- Cycling
- Family
- Fishing
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Military
- Parents
- Private Foundations & Organizations
- Sales Professionals
- Young Families
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