CHOOSE YOUR PATH BELOW
FOR
Individuals
& Families
Build wealth on your own terms
FOR
Endowments & Foundations
Capital that works as hard as your mission.
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.
Minority-Owned
Proudly led by diverse professionals committed to representation, impact, and expanding access to wealth-building opportunities for our communities
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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!
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.
Chelsea has been such an amazing partner. She created a financial plan and estate documents for us. She and the team were very patient with all of my questions. I tell everyone I know to get a financial advisor and to start with Zenith!
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.
The team at Zenith has gone above and beyond with me. They are knowledgeable and professional as well as incredibly kind, empathetic and compassionate. I can’t say enough great things about them all. I know I’m in good hands and I trust them completely.
Chelsea has really helped me understand my equity awards and how to invest for the future. I appreciate the advise that they’d gave me and the impact their work has been to my portfolio.
A great team all around, though Partheev Shah really stands out with his attention to service, detail, and organizational needs. Jason Ray is a great leader and we're lucky to have Zenith based in Philadelphia.
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/