Kent Zeidman, CRPC®
Head Advisor & Lead Strategist
Kent spent three decades navigating the traditional financial world before realizing that advice was only half the battle. He founded BXB Wealth Advisors to solve the other half: execution with education.
Why did you move away from the traditional firm model?
The big-firm model is built for scale, not for the manual work of coordination. I saw too many successful people with a collection of accounts but no actual plan. I wanted to build a firm where we take ownership of the results and provide education that unites. We don’t hand you a to-do list for you to give your CPA or attorney. We get on the phone with them. We chose independence so we could spend our time finishing the job rather than meeting corporate quotas.
What is the BXB central coordinator role in practice?
It’s about closing the loop. If your tax strategy doesn’t talk to your estate plan, you’re losing money. My team and I act as the central point of contact for your specialists. I don’t want our clients passing messaging between three different offices. We sit at the apex of a triangle so our clients can stay focused on their careers and their families. Think of it this way: Your tax, legal, and investment specialists are the base of your foundation. BXB is the apex that pulls those points together into a single, synchronized strategy—and the client is the center of all we do.
You often talk about permission to live. What does that mean for a client?
Most of the industry is obsessed with more—saving for a retirement you might never actually enjoy. I believe wealth is a tool for living right now. My job is to find the “truth in the middle,” the balance where you are radically prepared for the future, but you have the freedom to spend, give, and enjoy your success today. If you have a sturdy foundation, you don’t need to live in a state of “what ifs” or “missing out.”
How do you handle market volatility when clients get nervous?
Well, my crystal ball has been broken for 30 years so I use logic and honesty, which might sound funny these days. We don’t manage to the headlines because headlines change every hour. We manage to your milestones. When the plan is right, the market noise stays exactly what it is—noise. We prepare for the things we can control so we don’t have to panic about the things we can’t.
Life outside the office
Kent lives in Colorado with his wife Meghan, and has two children Tristen and Reed. When he isn’t in the office, he’s usually outdoors, applying the same principles of discipline and preparation to hunting or fishing.
You’re an avid hunter. What has that taught you about strategy? Patience and precision. In the woods, if you aren’t prepared and you haven’t done the scouting, you’re just walking. In finance, it’s the same. You have to understand the environment, account for the risks, and wait for the right opportunity to move. It’s about being deliberate rather than reactive.
How does your family life influence the way advise clients? It makes the work personal. I’m not just managing numbers on a screen; I’m helping people protect their families and their legacies. When I talk about the “permission to live,” I’m thinking about the milestones I want for my own kids. I want our clients to have that same confidence that their foundation is solid so they can be present for what matters.
When should I seek financial advice? It’s a good idea to seek financial advice at any significant life event—such as marriage, the birth of a child, or nearing retirement. Regular check-ins with a financial advisor can also help ensure your plan remains aligned with your goals.
How do I know if I’m on track? You can assess whether you’re on track by regularly reviewing your financial statements and progress toward your goals. A financial advisor can help interpret these figures and adjust your plan as necessary.