Ziad Musharbash is a Financial Advisor with over 25 years of experience guiding families through the complexities of building and protecting their wealth. He specializes in helping clients with a wide range of financial needs and goals—whether they’re preparing for retirement, funding education, managing risk, or planning their legacy.

Ziad’s clients don’t just want to manage their finances—they want to face the future with anticipation, not apprehension. That’s why he developed and refined a comprehensive approach called the Independent Wealth Formula. This unique, client-focused process is designed to adapt as life unfolds, helping families stay aligned with their values, objectives, and evolving circumstances.

Through a personalized and thoughtful planning experience, Ziad unifies all aspects of his clients’ financial lives—from investments and insurance to tax planning and wealth transfer—so they can move forward with clarity and confidence.