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Business Profile

Financial Services

Zenith Advisory Group LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(352) 282-0810Write a Review

About

Overview

Zenith Advisory Group LLC

1068 Lake Sumter Lndg

The Villages, FL 32162-2694

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See Hours
Operating Hours
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
Closed
Closed

Find a Location

Zenith Advisory Group LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Zenith Advisory Group LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    About This Business

    At Zenith Advisory Group, we deliver comprehensive investment advisory services with one goal in mind: helping you retire with confidence and clarity. Our integrated team includes experienced in-house CPAs who provide proactive tax planning and preparation, and we’ve built strong partnerships with estate planning attorneys to ensure every aspect of your legacy is handled with care.

    We specialize in personalized income planning—strategically aligning your investments, taxes, and retirement income streams to create a tax-efficient, sustainable plan that supports your lifestyle goals. Whether it's Social Security, Roth conversions, RMDs, or charitable giving, we’ve got you covered from A to Zenith.

    All of this is delivered under one easy-to-understand flat fee—no commissions, no hidden charges, just clear and comprehensive advice designed to work in your interest.

    Products and Services

    Portfolio/Risk Management, Tax Planning, Tax Prep, Estate Planning, Income Planning.

    BBB Accredited Since: 4/24/2025

    Years in Business: 3

    Business Details

    Local BBB:
    BBB Serving Central Florida
    BBB File Opened:
    4/3/2025
    Business Started:
    6/1/2022
    Business Incorporated:
    6/1/2022
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Bart A. Patterson, CEO
    Michael A. Torres, Manager
    Krystal Dale, Manager
    Kevin T. Keen, Manager

    Additional Contact Information

    Principal Contacts
    Bart A. Patterson, CEO
    Michael A. Torres, Manager
    Krystal Dale, Manager
    Kevin T. Keen, Manager
    Customer Contacts
    Bart A. Patterson, CEO
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Department of Financial Services (FL)
    200 E Gaines St
    Tallahassee FL 32399
    Phone Number: (877) 693-5236
    www.myfloridacfo.com
    Business Categories
    Financial Services, Tax Consultant, Investment Advisory Services, Financial Consultants

    Industry Tip

    person in suit looking at documents at deskBBB Tip: Find a financial planner you can trust

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

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