About Company

Zenith Wealth Partners is a fee-only, fiduciary, independent wealth advisory firm headquartered in Philadelphia with offices in New York, Boston, Washington DC, and Charlotte, serving clients nationwide without account minimums. The company provides comprehensive financial planning, investment management, asset allocation, and outsourced CIO services for individuals, families, institutions, and enterprises, building customized portfolios aligned with time horizon, risk tolerance, and goals while emphasizing transparent advice, education, and long-term partnership. We focus on values-aligned strategies and practical business planning support, helping clients organize their finances, navigate equity compensation and taxes, and pursue financial independence through a disciplined, client-first approach.

Service Category

Area Served

Project Photos 

Reviews