Zenith Wealth Partners is a fee-only, independent wealth management firm headquartered in Philadelphia, with additional offices in New York, Boston, Washington D.C., and Charlotte. Dedicated to delivering accessible, fiduciary financial advice, the firm serves individuals, families, and institutions nationwide. Their services encompass comprehensive financial planning, investment management, and business advisory, all tailored to each client’s unique goals and values. The firm is particularly committed to addressing systemic wealth disparities, focusing on empowering underrepresented communities, including people of color and women, to achieve financial success.

At Zenith, clients receive personalized guidance from Certified Financial Planners (CFPs®), who assist in areas such as cash flow management, retirement planning, estate planning, and socially responsible investing. The firm emphasizes a collaborative approach, ensuring that clients feel confident and informed in their financial decisions. Zenith also offers specialized support for entrepreneurs and institutions, developing customized investment strategies that align with specific financial objectives and risk tolerances.