Zach Holly, a Financial Planner at Osaic Wealth, said in an interview that he collaborates with individuals and families approaching retirement to organize their finances and achieve long-term clarity and control.
“I help individuals and families approaching retirement simplify their finances and create a clear plan for the future,” said Holly. “My process turns complex topics into understandable steps, so clients feel confident, in control, and financially secure.”
Osaic, established in 2016 and rebranded in 2023, is one of the largest financial advisor networks in the United States. It supports over 11,000 affiliated professionals and manages more than $700 billion in client assets. With operations across all 50 states and headquarters in seven, Osaic provides financial planners with advanced tools, compliance infrastructure, and operational support. This framework allows advisors to concentrate on building relationships and offering personalized financial guidance.
Arizona is recognized as a popular destination for retirees due to its warm climate, lower taxes, and abundant retirement-friendly communities. According to Edelman Financial Engines, the state also offers favorable tax treatment for Social Security benefits and has no estate tax. These factors contribute to a steady influx of retirees who require financial guidance to navigate local planning considerations.
Working with a financial advisor can enhance both financial outcomes and peace of mind, particularly for those nearing retirement. Research indicates that clients who engage with advisors are more likely to have defined retirement plans and increased long-term confidence. In Arizona, where retirement is a significant life stage for many residents, access to personalized advice remains a crucial advantage.
Holly specializes in assisting pre-retirees and small business owners with complex financial decisions. He has over ten years of experience working with major firms such as Edward Jones, Financial Engines, and OneAZ Wealth Management. In 2025, he joined Osaic Wealth and recently celebrated his five-year anniversary as a Certified Financial Planner professional. His approach focuses on client empowerment through step-by-step clarity.
