Zenith Wealth Partners


Trailblazing a New Approach to WealthFinancial PlanningImpactInvestment Management

Financial planning empowers you to reach new heights.




Elevate your financial potential to live a life you love

We believe your money is a tool you can leverage to achieve your best life – whatever that means to you.

We collaborate with you to help:

  • Define your goals.
  • Align your wealth with your values.
  • Create a dynamic plan that moves you from where you are to where you want to be.


Unlock access to quality, relatable financial advice without a minimum.

We are a fee-only, fiduciary, independent financial planning and investment management firm headquartered in Philadelphia, serving clients nationwide.

Our services focus on delivering tailored advice and helping you implement a unique game plan to manage your money and maximize your lifestyle.

Financial Planning

Delivered by our growing team of Certified Financial Professionals CFP®, we help clients work toward financial independence and feel more confident in their decision-making.

Investment Management

Based on our proprietary investment process, We develop portfolios customized to meet your time horizon, risk tolerance, investment objectives, and additional financial circumstances.

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.

zenith wealth partners

Our Mission

At Zenith Wealth Partners, our mission is to provide our clients a collaborative, inclusive financial planning experience to help them achieve their full financial potential. We operate on a unique set of principles to consistently achieve excellence in everything we do. We value:


Things change in life. We grow with you, providing guidance as your goals, needs, and objectives change over time.


Together, we’ll work to define your goals, help you identify roadblocks on the path to achieving them, and guide you as you navigate them.


As a full-service fiduciary, we can support you at every step of the process from planning
to active investment management. No hidden agendas, no hidden fees.


There are no limitations to who deserves
high-quality financial advice.

Together, we’ll work to define your goals, help you identify roadblocks on the path to achieving them, and guide you as you navigate them. Our goal is to help you achieve your full financial potential, and we’ll be with you every step of the way.


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.


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.


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.

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