Our Story: Shaping Financial Futures
Where Proficiency Meets Integrity, Crafting Your Path to Financial Prosperity
Zenith Wealth Partners provides a flexible financial planning and investment management approach that inspires our clients to take financial action.
Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for clients of all backgrounds. Zenith works with its clients to make smart financial decisions while fostering an optimal client experience.
Paired with our focus on clients is our desire to create an inclusive platform from which high-performing advisors can scale their own reach and impact. By strengthening the industry’s talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come.
We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients.
Partners, Associations, & Press
ZENITH WEALTH PARTNERS
Press & Accolades
Zenith Wealth Partners Tapped to Deepen Value in Scattergood and Patricia Kind Foundation’s Endowment
Zenith will align the Philadelphia-based Foundations’ long-term investments with its mission, values, and grant-making. PHILADELPHIA, Pa – September 19,…
Congratulations to Chelsea Ransom-Cooper for being named as a member of the 2023 Investment News 40 Under 40. Chelsea’s…
Philadelphia – March 28, 2023 – Zenith Wealth Partners, in partnership with the Philadelphia 76ers, is excited to announce…
Meet Our Professionals
We pride ourselves on having the best, diverse team of Financial Planners and Investment professionals. Learn more about each team member by clicking on their picture below.
Working at Zenith
Our company is growing and we are invested in bringing on new talent that can help us reach our company goals and provide expert service to our client base. If you are interested in working at Zenith Wealth Partners, check out our careers page to see our job openings.