Financial advice that meets you where you are.
From company stock awards to early retirement planning, we work with high earners who want a financial partner, not a binder full of recommendations they'll never implement. Wherever you are, we start there.
What We Do Together
Who This Is For
High Earners, Not Rich Yet
You have RSUs, stock options, employer stock awards, and no idea what to do when they vest.
High earner at a tech company or startup. Your total comp looks great on paper and then the tax bill arrives. We help you build a tax plan around your equity, planning your withholding and sale strategy before shares vest.
RSUs
ISOs
ESPP
Tax Planning
Pre-Retiree
You're at the top of your career and asking if you can slow down.
Do I have enough? When do I take Social Security? What happens to my income when I stop working? We model your claiming age, stress-test your retirement number, and coordinate your deferred comp, pension, and executive benefits into one income plan.
Retirement Planning
Estate Planning
Social Security Timing
Business owner
You built something, but is it working for you the way it should?
We connect your business cash flow to your personal financial plan, determine your business's value, and build an exit strategy for what comes next, whether you're planning to sell in three years or just starting to think about it.
Business Planning
Exit Planning
Retirement Setup
Sudden Wealth Inheritor
You just inherited money, and you're scared to make a mistake.
A parent or spouse is gone. Your divorce is finalized. Now there's money you didn't expect, questions about what's taxable, and decisions you don't feel ready to make. We move at your pace, to educate and empower you along the way.
Inheritance Planning
Inherited IRAs
Next Steps
We don't sell products. Our only job is to be in your corner.
Zenith is a fee-only and fiduciary firm. That means we charge a flat planning fee and a percentage of the assets we manage. Nothing else. No commissions. No hidden revenue from the products we recommend. What’s good for you is the whole job.
Zenith is 100% minority-owned. Our advisors reflect the clients we serve — executives, first-generation wealth builders, business owners navigating both sides of the balance sheet. We’re on a mission to generate $1 billion in wealth for clients who finance traditionally forgot about.