Monthly Investment Insights – December 2025
U.S. equities ended 2025 near record highs, supported by another quarter of solid earnings and a macro backdrop still...
ZENITH WEALTH PARTNERS
Trailblazing a New Approach to WealthFinancial PlanningImpactInvestment ManagementBusiness Advice
Advice that empowers you to reach new heights.
AS SEEN IN
WHAT WE DO
Unlock access to quality, relatable financial advice without a minimum.
We are a fee-only, fiduciary, independent comprehensive planning and investment management firm serving clients nationwide, while headquartered in Philadelphia, with offices in New York, Boston, Washington DC, and Charlotte.
Our services focus on delivering tailored advice and helping you implement a unique game plan to manage your money and maximize your lifestyle.
Testimonials
Empowering Our Clients to Achieve More
Zenith Wealth Partners has changed the trajectory of my family finances. When we first met Chelsea and team in 2020 we had no direction and no plan, after being with Zenith for 4 years we have seen an increase in our financials and we have a clear path to retirement thanks to Zenith! Chelsea is very proactive when it comes to things like 401K and tax preparation and will always respond to your request. I can not recommend them enough!
Kai
We had a great experience working with Fahmin and Chelsea at Zenith. They were intentional about getting to know us, our financial situation, and our goals. They're very knowledgeable, but also collaborative. It felt like we were building a financial plan together. Because of that, they helped us develop a sense of confidence and direction about our financial future. We're looking forward to continuing working with them. Highly recommend!
Chelsey
I have been with Zenith for a short time and already I am seeing an impact in my wealth planning future. What I love most about Adrienne is that she doesn’t just focus on one element of the wealth plan. She focuses on holistic wealth building and has connected me with resources to help me think about a more well rounded wealth plan. I highly recommend engaging with this forward thinking organization!
Alicia
My experience with Zenith Wealth Partners has been exceptional. Nate goes above and beyond to ensure he is prepared and providing you with a wealth of knowledge. He strives to ensure his clients achieve their financial, professional and personal goals. In order to provide the highest level of service to his clients, he aims to be sure we are on target to meet our financial goals. I look forward to continuing being serviced by ZWP and their team.
All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Zenith Wealth Partners gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client. Read all reviews at: https://wealthtender.com/advisory-firms/zenith-wealth-partners/
zenith wealth partners
Who We Serve
You deserve to work with a team that understands you and can help you achieve your unique goals.
Our ideal clients are looking for a lifelong partner to help them get organized, manage their wealth, and grow toward the life they’ve always imagined.
Tech Titan Navigating Stock Awards
Whenever you achieve a new level in your career, it comes with new challenges to navigate in your financial life. High income, stock awards, changing tax landscape – the list goes on and on. Our team can help you to navigate the ups and downs of the tech world and make the most of your money.
Business Owner Who’s Ready to Scale
Ready to scale your operation, get funding, and thrive? Our team is uniquely trained to assist business owners who are ready to grow to the next level. We work with lifestyle consulting businesses and product-based businesses entering first rounds of seed funding, and every business in between
OUR COMMITTMENT
A True Partnership
Fee Only
We do not accept commissions. We believe it allows you to know our advice is in your best interest and not biased towards a high-commissioned product.
Independent
We are not limited to specific solutions or advice, and we choose our partners, vendors and service providers because we believe they provide the best value to our clients.
Fiduciary
We have a responsibility to put our clients needs above our own. We are required to disclose any current or potential conflicts of interest to our clients, abide by a Code of Ethics, and fully disclose how we are compensated.
Zenith Insights
Latest Blogs & Articles
Zenith Wealth Partners to Lead HealthSpark Foundation’s Mission-Aligned Investment Strategy
PHILADELPHIA, Pa – December 09, 2025 – HealthSpark Foundation has taken a bold step toward fully aligning its investment...
Monthly Investment Insights – November 2025
U.S. equities extended their strong 2025 performance, supported by another quarter of earnings that surpassed expectations and a macro...
Zenith Wealth Partners and John Rex Endowment Partner to Strengthen Financial Resilience Across Raleigh’s Nonprofit Ecosystem
RALEIGH, N.C. – November 24, 2025 – John Rex Endowment (JRE) has partnered with Zenith Wealth Partners to strengthen...
Xavier