Our Family Advisors
What sets us apart is our commitment to holistic planning that is focused on the client and our ability to offer bundled services for a true one stop shop financial services experience. Our advisors continually expand their knowledge of financial planning in their specific areas of expertise to help all the clients and other advisors in the firm.
Gregory P Zitko
The founder of Zitko Financial Services, LLC, now The Private Family Advisors, LLC, Greg envisioned a platform where he could combine his financial, investment and planning background with his legal knowledge and experience to offer clients a truly holistic experience.
In addition to providing financial planning and investment advice to clients through The Private Family Advisors LLC, Greg is a practicing attorney, who advises clients of The Zitko Law Firm, LLC on matters including estate planning, business succession planning, and trust and probate administration and litigation and general business law. The unique combination of his financial and legal background allows Greg to provide clients a holistic approach to all the aspects of their financial lives.
At his core, Greg is an evidence based problem solver. He relishes in taking in his client’s information and working with them in establishing their goals. With that information, and the knowledge and experience of the team at The Private Family Advisors, LLC, Greg crafts an individualized plan for clients that addresses their financial needs and goals.
The relationships established with his clients are of the utmost importance to Greg. Truly trusting another person with your financial information and aspirations can be daunting and it is the mutual respect and confidentiality that allows for the regular and frank communications necessary to monitor and support his clients progress towards achieving their goals.
When he is not working for his clients, Greg, along with his amazing wife, loves nothing more than watching and supporting his three daughters pursue their own interests in education, sports and art.
Eduardo J Vigil, CFP® AAMS®
As one of the partners at The Private Family Advisors, LLC. Eddie has returned to his roots in financial planning after 10 years in institutional money management focused on small cap stock portfolios. As a Certified Financial Planner and Accredited Asset Management Specialist, Eddie has worked through all the different aspects of the financial responsibilities that clients bear. This has driven him to build a team approach that encompasses investments, financial planning, tax strategies and estate planning to best help clients.
Every family is unique and Eddie embraces each relationship with a focus on what is important to them. Truly committed to the Family Advisor model, Eddie works with clients in a consultative relationship to build trust through the family’s financial plan. All aspects of the clients needs are supported by the depth of knowledge and experience of Eddie and the team at The Private Family Advisors, LLC.
Furthering the firms’ goals to provide comprehensive advice and always looking to learn more, Eddie completed the Master of Science in Taxation program at the University of Cincinnati and is preparing for the Enrolled Agent designation with the IRS.
Eddie spends his time traveling to see clients and enjoys investigating new restaurants in those different cities, hitting the movies, relaxing at Mark Twain Lake or enjoying time chasing nieces and nephews.