About Us

Zion Capital, LLC, is a fee-only financial planning firm located in Baton Rouge, Louisiana. We specialize in making financial planning simple, the way it should be. Our office location was constructed with your convenience and privacy in mind….your own home, or any place of your choosing.

We provide holistic, integrated financial planning and investment management services to individuals, families, businesses, trusts, and retirement plans. We pride ourselves in leveraging leading market data and professional relationships to provide the folks we serve with the most competitive strategies available to them. 

Nick entered the financial services industry in 2018 joining an independent financial planning group based out of...
Daniel entered the banking and financial services industry in 2005. Throughout his career, Daniel has earned multiple...

ASSET-MAP

What is your Asset-Map?

When it comes to financial planning, investment management is usually the only service provided by most financial advisors. Not here. By utilizing Asset-Map technology, we dive into every relevant area of your life and make sure a plan is in place.