what people are saying
meg sandlin
"Working with Zach has been one of the best financial decisions we've made. One thing we really appreciate is his flat-fee structure—there are no surprises or commissions, just honest and transparent guidance.
Zach takes so much off our plate. He helped us set up our 401(k), gave us clear investment recommendations, and handles a lot of the behind-the-scenes work that can feel overwhelming. He’s proactive, organized, and always willing to explain things in a way that makes sense.
We trust Zach completely and feel much more confident about our financial future with him in our corner. Highly recommend him to anyone looking for reliable, hands-on financial planning."
lee hughes
"Working with Zachary Lopez at AnCap Financial has been an absolute game-changer for us. He is incredibly attentive, thorough, and genuinely cares about helping us build a strong financial future. From the very beginning, Zachary took the time to understand our goals, answered every question with patience and clarity, and developed a plan that makes us feel secure and confident moving forward.
What sets Zachary apart is his ability to simplify complex financial concepts and turn them into a clear, actionable strategy. His professionalism, responsiveness, and dedication give us peace of mind knowing that we’re in excellent hands.
If you’re looking for someone you can trust with your financial future, we wholeheartedly recommend Zachary Lopez and the team at AnCap Financial."
matt shell, CPA
"As a CPA who shares several mutual clients with Zach Lopez, I’ve had the opportunity to see firsthand the level of care and professionalism he brings to his work. Zach truly looks out for his clients—he’s thorough, responsive, and consistently goes the extra mile to ensure their financial wellbeing is a top priority.
What stands out most is how well he takes care of business. He’s proactive, detail-oriented, and always follows through, which makes collaboration seamless and efficient. Our mutual clients are in excellent hands with Zach, and it’s clear that he genuinely cares about helping them make smart, informed decisions about their financial futures.
I highly recommend Zach Lopez to anyone looking for a financial advisor who puts his clients first and delivers outstanding service."
charlene hughes
"I honestly can’t say enough good things about Zachary Lopez at AnCap Financial. From day one, he’s been so kind, attentive, and incredibly knowledgeable. He truly listens and makes sure we feel comfortable and confident about every decision.
What I appreciate most is how he takes something as overwhelming as financial planning and turns it into a clear, manageable path. Thanks to Zachary, I feel so much more secure about our future. It’s such a relief knowing we have someone trustworthy and capable in our corner.
If you’ve been thinking about getting help with your finances, I highly recommend reaching out to Zachary—you’ll be glad you did!"
christie vaughn
"I cannot say enough good things about AnCap Financial. Since working with Zach, my husband and I truly feel like we have a trusted partner and our own "personal CFO". We specifically enjoy having someone who can educate and guide us across various financial areas: investments, taxes, estate planning, etc. Most importantly, we always have confidence that the advice and information given to us is always in our best interest!"
regan boudreaux
"Zach with AnCap Financial has been very helpful in getting us organized with a plan for our finances. He's intelligent, has good insight, is responsive when we have questions, keeps us on a plan (pushes us to get things done!) and trustworthy. He even spent some time chatting with my teen/adult children about their finances. We highly recommend Zach!"
kendra senter
"My husband and I could not be happier with the exceptional service that Zach has provided. From our very first meeting, he has demonstrated a remarkable understanding of our financial goals and a clear path to achieving them.
Zach has been incredibly knowledgeable, patiently explaining complex concepts in a way that’s easy to understand. He has always taken the time to listen to our concerns and tailor his advice specifically to our situation. We especially appreciate his proactive approach, regularly checking in and offering timely recommendations that have truly benefited us.
My husband and I feel much more confident and secure about our financial future. We’ve seen significant progress towards our objective and it’s clear this is a direct result of Zach’s expertise and dedication. We wholeheartedly recommend AnCap to anyone seeking professional, trustworthy, and effective financial guidance. Zach has done an amazing job."
greg bryan
"Zach & AnCap has transformed our financial outlook in our businesses and personal. First time I've had a true "Quarterback" in coordinating all the pieces of our business and personal financial planning and team into a cohesive strategic plan. I cannot recommend enough! (Personal and 5 companies)"