# Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning is a Bank / Wealth / Trust based in New Cumberland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Cumberland, United States
- **Region:** North America
- **Address:** New Cumberland, PA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** zimllc.com
- **LinkedIn:** https://linkedin.com/company/zimmermann-investment-management-&-planning-llc

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2018 and based in New Cumberland, Pennsylvania, Zimmermann Investment Management & Planning operates as an independent wealth management firm serving a mix of individual investors, high-net-worth clients, and charitable entities. The firm's founding coincided with a wave of breakaway advisors leaving wirehouses to establish independent practices, though no specific predecessor firm affiliation has been publicly identified. Zimmermann's core offering bundles investment management with comprehensive financial planning, a dual-service model that covers portfolio construction, retirement planning, estate coordination, and tax-aware asset allocation. The geographic footprint centers on south-central Pennsylvania, with New Cumberland positioned within the Harrisburg-Carlisle metropolitan area. Team size and total assets under management are not publicly disclosed. The firm operates without additional office locations, maintaining a single-point delivery model from its New Cumberland headquarters. Zimmermann does not appear to sponsor proprietary investment vehicles, private funds, or separate accounts marketed to external institutional allocators — its structure aligns with a traditional registered investment advisor serving a local and regional client base. No philanthropic foundation, real-asset arm, or operating company affiliation has been identified. Zimmermann's structural profile reflects the solo or small-team RIA that dominates the lower-middle segment of US wealth management — fiduciary duty to individual clients, absence of proprietary product conflicts, and reliance on local reputation rather than institutional marketing.

## Related profiles

- [Zimmerman Wealth Management](https://altss.com/profile/zimmerman-wealth-management)
- [Zimre Holdings](https://altss.com/profile/zimre-holdings)

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Last updated: 2026-08-11T02:43:31.692Z

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