Zenith Wealth Partners Deepens Bench with Financial Planning Expert Duo
The key hires expand the firm’s client capabilities, advancing its mission to make wealth management accessible to everyone
PHILADELPHIA — November 22, 2022 — today announces the addition of two new hires, Adrienne Davis, Financial Planner, and Fahmin Fardous, Associate Planner. A fee-only investment management and financial planning firm, Zenith is on a mission to combat wealth inequality and these hires are paramount to that mission by expanding the firm’s ability to deliver comprehensive, accessible financial advice to organizations and wealth builders, defined as individuals still in the wealth accumulation phase of life.
“We believe that wealth management is more than just supporting individuals with a high-net-worth, and we’re constantly looking for financial services professionals that align with our values,” said Jason Ray, Founder and Investment Director of Zenith Wealth Partners. “Adrienne and Fahmin bring an extensive skill set and years of industry knowledge to the table, and we’re confident they will prove to be invaluable financial liaisons supporting every step of their clients’ financial journeys.”
As a financial planner, Davis will shape her own roster of wealth builders, strategize and monitor financial goals, navigate clients’ complex financial needs, support recruiting efforts and more. A certified public accountant and certified financial planner candidate, Davis will leverage her previous role at Northwestern Mutual where she specialized in comprehensive financial solutions for small business owners and more than 150 individual clients.
“Zenith Wealth Partners’ commitment to changing the wealth management landscape by making financial planning accessible to everyone encouraged me to learn more about the opportunity,” said Davis. “I’m eager to jump in headfirst to further Zenith’s mission and make a difference in individuals’ lives and the industry.”
Joining the firm as an associate planner, Fardous will be a key member of the client servicing team. In this role, she is responsible for managing client workflows, opening investment accounts, conducting client consultations, and supporting recruiting strategies. Prior to this role, Fardous spent 12 years at PNC Bank, most recently as a fiduciary advisor where she helped grow assets under management by $15+ million.
“I strongly align with Zenith’s core values that guide their financial decision-making — flexibility, simplicity, trust and inclusivity,” said Fardous. “I’ve worked my way up multiple tiers of client service-focused positions that have left me with a deep understanding of how to work as a trusted fiduciary. I’m excited to surround myself with Zenith’s culture, brand and mission to help everyone reach their financial goals.”
Zenith is a 100% minority-owned business that aims to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for clients.
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only investment management and financial planning firm overseeing $20 million in assets under management. Zenith Wealth Partners is on a mission to combat racial, age-based, and gender wealth inequality, making financial planning and advice accessible to everyone by delivering comprehensive, high quality and accessible advice to individuals and organizations. Zenith Wealth Partners knows that wealth management is not only for those that have accumulated significant wealth, but is necessary for individuals still in the wealth accumulation stage of life. Working together with clients, Zenith Wealth Partners evaluates the best financial decisions to help reach their unique goals. Zenith Solutions Inc. is an Investment Advisor registered with the State of Pennsylvania.