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Zenith Wealth Partners

Updated today

Client assets under management

$88,297,007

Clients

298

10% high-net worth

Advisors

9

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

33

Low

Average account size

$296,299

About

Zenith Wealth Partners serves individuals (including high-net-worth clients), small businesses, and charitable organizations with a mix of financial planning and investment services. The firm offers project-based and ongoing wealth planning, discretionary portfolio management, retirement plan consulting, business planning and underwriting support, estate planning facilitation, savings-portfolio cash management, and advice on held-away accounts, managing roughly $151 million for about 300 clients.

The firm employs both active and passive investment management and uses a combination of fundamental, technical, cyclical and charting analysis to inform asset allocation and security selection. Zenith may engage independent managers, constructs client-specific investment policy statements to guide discretion, and provides due diligence and ongoing monitoring for direct private investments such as private equity, real estate, and private credit, with client approval required for each placement.

Notable distinctions include the firm’s use of endorsements and client testimonials in its advertising and its regular offering of speaking engagements and educational workshops—practices that are uncommon among similar team firms. Zenith also provides specialized fundraising and underwriting services for companies, including arrangements to receive a portion of financing proceeds as payment in some engagements, and explicitly documents a structured investment period and diligence process for private-investment work.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Business planning; estate planning

Expertise

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Project-Based Financial Plan: $2,000 - $10,000; Estate Planning: up to $3,000; Financial Consultation: $550; Business Planning Services fixed fees vary; Speaking Engagements / Educational Workshops: $500 - $5,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: Customized

Project-based

$250 per hour for junior analyst; $500 per hour for Senior Director for Business Planning Services

Subscriptions

Ongoing Wealth Planning: $300 - $1,000 per month, payment frequency can be quarterly upon request

Other

Fee-only: Project-Based Financial Plan: $2,000 - $10,000; Estate Planning: up to $3,000; Financial Consultation: $550; Ongoing Wealth Planning: $300 - $1,000 per month (can be quarterly); Business Planning Services hourly rates $250 (junior analyst) and $500 (Senior Director) per hour; Speaking Engagements / Educational Workshops: $500 - $5,000 per session

Main office location

Zenith Wealth Partners

2400 Market St., Suite 216

Philadelphia PA 19103, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nate G

Series 65

Malden, MA

Zenith Wealth Partners

Nate Granito is a financial advisor at Zenith Wealth Partners with a Series 65 credential and experience beginning in 2024. Prior to joining Zenith, he held roles at Mass General Brigham, Boston Property Group, TJX Companies, and educational institutions including Northeastern University and international schools. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and employs a combination of active and passive investment strategies tailored to client-specific needs.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Andrew T

CFP®, Series 63

Charlotte, NC

Zenith Wealth Partners

Andrew Tudor is a CFP® with nine years of industry experience, currently serving as an advisor at Zenith Wealth Partners since 2024. His prior experience includes roles at Alchemist Wealth, LLC and Northwestern Mutual in various capacities from 2016 to 2024, as well as five years at US Bank. Outside of his advisory work, he is a member of the Vanta Investment Group, where he organizes meetings and oversees activities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients, including high-net-worth individuals. The firm combines active and passive investment strategies, manages approximately $102 million in discretionary assets, and offers services such as estate and tax planning, private investment sourcing, and capital-raising support.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Raeonna J

Series 65

Alexandria, VA

Zenith Wealth Partners

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Zenith Solutions, Inc., Broadridge, Datto Inc., Juice Generation, and Smashburger. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs both active and passive investment strategies and provides a range of services including wealth planning, estate and tax planning facilitation, and private investment sourcing.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Adrienne H

CFP®, Series 63

Bowie, MD

Zenith Wealth Partners

Adrienne Hill is a CFP® with five years of industry experience, currently serving at Zenith Wealth Partners. Her prior experience includes roles at Northwestern Mutual and Deloitte Tax LLP. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and employs a combination of active and passive investment strategies tailored to client-specific needs.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nina M

CFP®, Series 66

Chicago, IL

Zenith Wealth Partners

Nina Milligan is a CFP® with five years of industry experience currently working at Zenith Wealth Partners in Chicago. Her prior roles include positions at Edward Jones and Citibank. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and provides a range of services including estate and tax planning, private investment sourcing, and capital-raising support.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jesse W

CFP®, Series 63, Series 65

Charlotte, NC

Zenith Wealth Partners

Jesse Wideman Jr. is a CFP® professional with eight years of experience in the financial services industry. He currently works at Zenith Wealth Partners, where he has been since 2025. His prior experience includes roles at Facet Wealth and The Vanguard Group. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients, including high-net-worth individuals and entrepreneurs. The firm employs a combination of active and passive investment strategies and provides additional services such as estate and tax planning, private investment sourcing, and capital-raising support.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Chelsea R

CFP®, Series 65

Jersey City, NJ

Zenith Wealth Partners

Chelsea Ransom Cooper is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Fahmin F

CFP®

Parsippany, NJ

Zenith Wealth Partners

Fahmin Fardous is a CFP® professional with three years of industry experience, currently serving as an advisor at Zenith Wealth Partners. He previously worked at PNC Bank for 12 years and held roles at Securities America, Inc. and Zenith Solutions, Inc. Outside of his advisory work, he manages investment property ownership responsibilities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and offers services including estate and tax planning, private investment sourcing, and capital-raising support.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jason R

Series 63, Series 66

Philadelphia, PA

Zenith Wealth Partners

Jason Ray is a financial advisor with Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Zenith Solutions, Carnegie Wealth Management, Strategic Financial Alliance, and FS Investment Solutions. Outside of his advisory work, he serves on the boards of several Philadelphia-area nonprofits focused on community health, youth mentorship, and social equality, including Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm combines active and passive investment strategies, works with entrepreneurs and employer-sponsored plans, and offers services beyond portfolio management, including estate and tax planning, private investment sourcing, and capital-raising support.

Private / alternative investments Business exit / sale strategy Business Financial Management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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