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Lee B. Zeplowitz, CPA (Ret.), CFP
Founder & CEO - Zeplowitz Group
Contact information may be available to logged in members.
Professional Bio
For more than 35 years, I have helped business owners, individuals, and families build financial security, preserve wealth, and create lasting legacies. As the Founder & CEO of the Zeplowitz Group, we focus on holistic, tax-efficient financial planning for business owners, high-net-worth families, and women navigating major life transitions, including widowhood.
> My commitment to this work is deeply personal. When I was 10 years old, my father passed away suddenly, leaving my mother widowed at a young age to raise our family. Watching her navigate uncertainty and responsibility with strength and resilience shaped my lifelong passion for helping others prepare for life’s unexpected transitions with confidence and clarity.
> As a former CPA, I bring a strong focus on tax-efficient strategies and have assembled a multidisciplinary team with decades of experience as CPAs, estate attorneys (*), business advisors, wealth managers, life insurance & long-term care professionals, and charitable planning consultants — allowing us to provide comprehensive guidance tailored to each client’s unique needs.
> We have extensive expertise in the design and funding of non-qualified retirement plans tailored specifically for business owners and their key executives.
Through my wife’s family manufacturing business, in which she was intimately involved, I also gained firsthand insight into the opportunities, challenges, and family dynamics unique to manufacturing business owners.
At the Zeplowitz Group, we believe holistic financial planning is about more than just numbers — it is about protecting your family, your business, your legacy, and the life you have worked so hard to build.
For us, it is not just a job… it is our PASSION… that drives us every single day !
(*The Zeplowitz Group does not provide legal or tax advice)
> My commitment to this work is deeply personal. When I was 10 years old, my father passed away suddenly, leaving my mother widowed at a young age to raise our family. Watching her navigate uncertainty and responsibility with strength and resilience shaped my lifelong passion for helping others prepare for life’s unexpected transitions with confidence and clarity.
> As a former CPA, I bring a strong focus on tax-efficient strategies and have assembled a multidisciplinary team with decades of experience as CPAs, estate attorneys (*), business advisors, wealth managers, life insurance & long-term care professionals, and charitable planning consultants — allowing us to provide comprehensive guidance tailored to each client’s unique needs.
> We have extensive expertise in the design and funding of non-qualified retirement plans tailored specifically for business owners and their key executives.
Through my wife’s family manufacturing business, in which she was intimately involved, I also gained firsthand insight into the opportunities, challenges, and family dynamics unique to manufacturing business owners.
At the Zeplowitz Group, we believe holistic financial planning is about more than just numbers — it is about protecting your family, your business, your legacy, and the life you have worked so hard to build.
For us, it is not just a job… it is our PASSION… that drives us every single day !
(*The Zeplowitz Group does not provide legal or tax advice)
Chapter Affiliation
Eastern Pennsylvania
Areas of Expertise
Finance, Planning