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Zenith Wealth Partners

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Philadelphia, PA
Zenith Wealth Partners

Financial planning empowers you to reach new heights. Partnering with us helps you get there.

09/01/2026

Summer break costs money. So does what you do with the quiet hours once school starts back up. 💸

Back-to-school season is a natural planning checkpoint; grab it before Q4 gets crowded.

Give your 529 a second look, confirm your estate plan (especially who's named guardian for your kids), and use open enrollment season to line up FSA and tax decisions around your equity comp.

None of these take long. All three are easy to let slide until the deadline's already passed.

🚀Send us a message if you want a second set of eyes on any of them. →

08/31/2026

Timing is everything. Whenever that text comes, we’re ready. 📲

Whether it’s a vesting date, a home closing, or just the first quiet minute you’ve had between daycare drop-off and your next meeting. We’re here for you! 🚀

08/27/2026

✨Boardrooms don’t fill themselves.

Last week, we brought together powerhouse women ready to claim their seat at the table.

With real talk on breaking into corporate board leadership, expert guidance you won’t find in a textbook, and a community that’s got your back the whole way there.🚀

Board seats, big ideas, and a room full of women who get it. This is exactly why we do what we do, because expertise hits different when it’s backed by a community that shows up for you. This is what “like-minded” looks like in action.

Relive the energy 👇 And tell us: which board are YOU aiming for?

08/26/2026

We're building something different.🚀

Zenith Wealth Partners is looking for an Associate Financial Planner to join our Individuals & Families team, someone who's put in the reps in financial planning and is ready for the step that turns technical skill into a real client practice.

You'll work directly alongside advisors who mentor deliberately, sharing context and opportunity freely, because the goal is to help you build a portfolio of clients of your own.

What you'll be doing: managing client workflows in RightCapital, building and tracking financial plans, reviewing service calendars in Wealthbox, running tax analysis in Holistiplan, and leading your first one-time client consultations under an advisor's guidance.

✨What we're looking for:
→ CFP® required, 3+ years of related industry experience
→ A sharp eye for detail and a systematic approach that never loses sight of the client behind the process
→ Clear communicator who can make complex financial topics simple
→ A genuine passion for serving first-generation wealth builders, especially women-led households and clients from diverse racial backgrounds, nationwide

Remote-first, with periodic travel to one of our East Coast offices. Led by a minority-owned team that reflects the communities we serve.

If you collaborate instead of gatekeep, include instead of assume, and redefine instead of default, we'd like to meet you.

🔗Apply: https://zenithwealth.partners/careers/

08/25/2026

Zenith Wealth Partners is a fee-only, independent, fiduciary wealth management firm.

No commissions, no product shelf, just intentional financial advice for two underserved client communities: first-generation wealth builders and endowments & foundations led disproportionately by people of color.

We're looking for a Fractional CMO to lead marketing and sales strategy for our firm. Today, marketing runs through one full-time Marketing Associate, with hands-on involvement from our leadership team.

We're ready for a senior marketing leader to build the systems, brand strategy, and referral engine that gets us to the next stage of growth.

🚀 This is a leadership seat, not a project engagement:
→ Own brand positioning and messaging across two distinct client communities, without collapsing what makes each one different
→ Build a systematic, repeatable referral program and prioritize complementary lead channels
→ Own Zenith's growth marketing strategy

🌟 What we're looking for:
10+ years in marketing, including 3+ years at the CMO/VP/senior level, a track record of building brand strategy from scratch in a services business, real experience developing junior marketing talent, and genuine curiosity about our clients and business. Financial services experience is a plus, not a requirement.

Fractional/part-time, roughly 30–40 hours a month, reporting to our Integrator/COO.

Start target: early-to-mid October 2026.

We're adding a real member of our team, not hiring a vendor.

🔗 Submit a proposal: https://zenithwealth.partners/careers/

08/24/2026

Estate planning myths cost families more than most people realize.

Usually because a beneficiary form was never updated, or a will was assumed to cover more than it does.

Swipe through 6 of the most common myths we hear and what's actually true. 👉

If you're not sure your plan reflects your life today, that's exactly the conversation we're here for.

This content is for informational and educational purposes only and does not constitute financial advice.

08/18/2026

💼 You know you've made it when someone starts pitching you deals over dinner.

A real estate fund. A private credit deal with returns that sound too good to pass up. A pre-IPO "opportunity." The pitch always skips the one question that actually matters: does this belong in your portfolio?

Private placements come with real trade-offs, illiquidity, higher fees, less transparency, concentration risk. They can make sense as a small slice of an already solid, diversified foundation. They rarely make sense for people chasing their next big win.

📌 Jesse Wideman, CFP®, breaks down what to know before you say yes. Read the full article at the link in our bio.

This content is for informational purposes only and is not an offer or recommendation to buy or sell any security. Private placements are speculative and illiquid. Zenith Wealth Partners is a fee-only registered investment advisor.

08/15/2026

📊 Most people can tell you how much they made last year. Fewer can tell you how financially healthy they actually are.

is a good excuse to check. A real financial health check-in comes down to a few numbers:

✅ Your debt-to-income ratio, which shows how much of your earnings are already spoken for.
✅ Your net worth, assets minus liabilities, which gives you the full picture, not just what is in your checking account.
✅ Your credit score, a summary of how you have handled borrowed money over time.
✅ And your emergency savings, which shows how much cushion you actually have if something goes wrong.

📌 This infographic breaks down how to calculate each one. Save it and take a real look at where you stand.

This content is for informational and educational purposes only and does not constitute financial advice.

08/12/2026

💸 One of the biggest decisions you’ll face approaching retirement is when to start claiming Social Security. Getting it wrong could cost you tens of thousands of dollars.

You can claim as early as 62, but your monthly benefit will be permanently reduced. Wait past your full retirement age, and your benefit grows by about 8% every year.

So should you always wait? Not necessarily.

Your health, your other income sources, and whether you’re married all play a role. If you’re a widow or divorced, there may be additional benefits available that most people don’t know about.

Fahmin Fardous, CFP®, walks through what should actually shape your claiming decision.

📌 If you’re within 10 years of retirement and haven’t mapped out your strategy yet, book a complimentary call with our team, link below.

This video is for educational purposes only and does not constitute financial advice.

08/06/2026

An inheritance almost never arrives without grief attached to it. It is completely normal to feel unsure, overwhelmed, or even guilty about money that showed up during one of the hardest chapters of your life.

There is no version of this where you are supposed to have it all figured out right away.

There is a persistent myth that inherited money needs to be invested or deployed quickly. It does not. If a bank or advisor is pushing you to decide something fast, that pace is about their timeline, not a requirement of yours.

📌 Fahmin Fardous, CFP®, walks through what to do in the first 90 days, from getting oriented to learning the rules that apply to what you received.

Read more here: https://lnkd.in/g4Zuk_NK

This content is for informational purposes only and is not intended as tax or legal advice. Zenith Wealth Partners is a fee-only registered investment advisor.

Address

2400 MARKET Street OFFSITE 2ND FLOOR
Philadelphia, PA
19103

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 5pm

Telephone

+14842781559

Website

https://zenithwealth.partners/, https://linktr.ee/zenithwealthpartners

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