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Hi, I'm Zachary Eisner.

CFP®, CRPC®

Senior Vice President of Financial Planning at Opes Private Wealth Management, helping business owners, medical professionals, and executives navigate the complexities that come with building and managing significant wealth.

We Offer Personalized Investment Management Tax Planning Financial Planning Estate Planning Philanthropic Planning

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Zachary Eisner

Who We Help

Medical Professionals

Business Owners

Equity-Compensated Professionals

Comprehensive Wealth Management

Financial Planning

  • Retirement & Cash Flow Planning
  • Equity Compensation Strategies
  • Business & Retirement Planning
  • Education & Family Planning
  • Estate Planning Coordination

Tax-Aware Strategies

  • Tax-Loss Harvesting
  • Roth Conversion Planning
  • Direct Indexing Strategies
  • Charitable Giving Strategies
  • Coordination With Your Tax Professional

Investment Management

  • Customized Portfolio Management
  • Public & Private Market Opportunities
  • Alternative Investments
  • Concentrated Position Strategies
  • Ongoing Portfolio Monitoring & Rebalancing
Discover Our Approach

Why Work With Me?

Understand Your Full Financial Picture

Personalized Strategy

Transparent Advice

Stay Proactive as Life Changes

Your investments are only one piece of your financial life. My goal is to help make sure your investments, taxes, retirement strategy, estate plan, and major financial decisions are working together.

Zachary Eisner

Ready to Make Confident Financial Decisions?

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Opes Private Wealth Management financial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services are offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. *Certain services require collaboration with unaffiliated third parties.* Legal Disclosure Customer Relationship Summary

The views and opinions expressed on this website are those of Zachary Eisner and do not necessarily reflect those of B. Riley Wealth Management, Inc. Opinions are subject to change with market conditions. The views and strategies may not be suitable for all investors and are not intended to be relied on for legal or tax advice. Vanilla and Holistiplan are not affilated with Opes Private Wealth Management, Eisner Wealth Management nor with B. Riley Wealth Management or any of its subsidiaries.

Zachary Eisner Form 2B

Investments may lose value. Not FDIC insured. 

© 2026 Zachary Eisner. All Rights Reserved. Designed by Mr Saiful

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