Zach Woodward, CFP®, AWMA®

Zach is a Principal in the Cincinnati North office at Cerity Partners, where he provides comprehensive financial planning and investment management services to private clients, business owners, and institutions. With over a decade of experience, he specializes in personal financial planning, tax planning, risk management, and alternative investments, helping clients navigate complex financial decisions with confidence and clarity.

Prior to joining Cerity Partners, Zach served as a Senior Financial Advisor at ARGI Financial Group, where he worked with high-net-worth individuals and business owners on customized financial strategies. He also gained valuable experience as a Lead Wealth Advisor at a local independent financial planning firm in Dayton, Ohio, where he developed a deep understanding of the unique financial challenges faced by families and entrepreneurs.

Beyond his professional work, Zach is actively involved in his community and serves on the board of Hope Rising and David’s Cemetery Association. Outside of work, he enjoys spending time with his wife and three daughters, engaging in outdoor activities, and continuously expanding his knowledge of financial planning.