The Chairman’s Council is comprised of leading independent advisory firms. The Council formed to advise on and advocate for the Institute’s Real Fiduciary™ Practices.
“The authors of the Investment Advisers Act of 1940 stressed holding advisers to principles that set the highest standard. The Institute’s Real Fiduciary™ Practices have been crafted in this spirit. They offer investors guidance in identifying advisors who follow these time-honored principles. The Institute is grateful for Council members’ leadership and, like those who crafted the Advisers Act, their dedication to the ideals of disinterested advice,” notes Michael Zeuner, Institute Founder & Board Member.
Cheryl R. Holland, CFP ® is President and Founder of Abacus Planning Group, Inc., a financial advisory and investment counsel firm. Ms. Holland is a member of the Bryn Mawr College Board of Trustees, the American Bible Society Board of Trustees and the Clemson University Foundation.
Abacus Planning Group is a holistic wealth management firm managing over $950 million on behalf of its 190 clients. Abacus consists of a team of multi-disciplinary experts, including Certified Financial Planners, attorneys, CPAs, and Chartered Financial Analysts, who work collaboratively to serve its clients in making smart financial decisions. Abacus is the recipient of the Charles Schwab Pacesetter IMPACT Award® for Innovation and Accelerated Growth.
Donald Mosby Rembert, CFP®, AIF®, is a 1961 Honors Economics graduate of Western Maryland College. He started his practice in 1974 and transformed the firm to “fee-only.” Their guide to practicing high fiduciary standards is The Uniform Prudent Investor’s Act. Don is an outspoken advocate who has written articles that reflect critical fiduciary issues.
Rembert, Pendleton, Jackson offers a wide range of financial planning and investment advisory services to individual and institutional investors. Their business is built on fostering a meaningful, long-term relationship with clients. Based in Virginia, the firm serves clients in over 35 states. The firm’s founding principal has been serving individual clients since 1974 and non-profit organizations since 1994.
Michael Zeuner serves as one of three managing partners of WE Family Offices and is a co-founder and board member of the Institute for the Fiduciary Standard. Prior to WE Michael was a senior executive at both GenSpring Family Offices and JPMorgan Private Bank. Michael earned a B.A. from Brandeis University and an M.B.A. from the University of Chicago.
WE Family Offices is an independent, family-focused wealth management firm. The firm addresses the challenges that deeply impact wealth so that families are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no hidden sales agendas or conflicts of interest. As a result, the firm’s advisors offer their clients independent advice and serve as their advocate for the long-term.
Chris joined Plancorp in 1997, fresh from the Kelley Business School at Indiana University. As one of only five Plancorp employees at the time, he grew alongside the company for years into an Advisor with dozens of clients and an active voice in company strategy. He became an owner and was named President in 2010, launching a multi-year succession plan to a second generation of leadership as one of the youngest to lead a firm with over $1B AUM. Since then, Plancorp has seen incredible growth, topping $6B AUM in 2021.
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so people can focus on living their life or running their companies.