Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
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Zenith Wealth Partners
Zenith Wealth Partners
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Firm
Philadelphia, PA
Serving Clients Nationwide
We provide a flexible financial advisory experience to meet you where you are!
Locations
Chelsea Ransom-Cooper, CFP®
Zenith Wealth Partners
Adrienne Davis, CPA, CFP®
Jerel Butler, MBA, CFP®
Fahmin Fardous, CFP®
Video
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
About Us
Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for clients of all backgrounds. Zenith works with its clients to make smart financial decisions while fostering an optimal client experience.Paired with our focus on clients is our desire to create an inclusive platform from which high-performing advisors can scale their own reach and impact. By strengthening the industry’s talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come.
We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients.
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View DisclosureWho We Serve
- BIPOC
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Nonprofit Employees
- Parents
- Single Women
- Technology Professionals
- Travel Lovers
- Women in Transition
- Women Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
April 14, 2024
I cannot recommend Zeneith Wealth Partners highly enough! Working with them has been an absolute pleasure from start to finish. As someone who values professionalism, great communication and efficiency, I was thoroughly impressed with their services.
They were incredibly available and there to address my concerns and answer my questions promptly. Their accessibility and style truly sets them apart.
Furthermore, their expertise and patience were evident throughout our interactions. I appreciated how they took the time to explain concepts in a clear and understandable manner. Their patience made the entire process an excellent one.
I have no doubt that I will be working with Zeneith Wealth Partners again in the future. Their dedication to their clients’ success is unmatched, and I trust them wholeheartedly with my financial needs. They are simply the best.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
April 1, 2024
A great team all around, though Partheev Shah really stands out with his attention to service, detail, and organizational needs. Jason Ray is a great leader and we’re lucky to have Zenith based in Philadelphia.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
March 28, 2024
I appreciated the opportunity to work with Zenith Wealth Partners to plan my financial roadmap. I first met with co-partner Chelsea who then introduced me to Fahmin with whom I primarily worked. Fahmin was very thorough, asking questions I hadn’t even thought of. She was also patient with me when I needed to ask or offer clarification. I believe Zenith set me up with a blueprint for success. I highly recommend this firm, especially to those who feel they would benefit from working with a minority-owned business.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
March 13, 2024
Zenith Wealth Partners isn’t just a company; they’ve become a trusted ally in my journey. Their personalized approach to cash flow management and investing has empowered me to make smarter decisions, leading to enhanced profitability and a secure financial future. Grateful for the genuine care and expert guidance that sets them apart!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
February 6, 2024
We had a great experience working with Fahmin and Chelsea at Zenith. They were intentional about getting to know us, our financial situation, and our goals. They’re very knowledgeable, but also collaborative. It felt like we were building a financial plan together. Because of that, they helped us develop a sense of confidence and direction about our financial future. We’re looking forward to continuing working with them. Highly recommend!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
February 4, 2024
My finances have completely transformed through the help of Fahmin and Chelsea at Zenith Wealth Partners. They met me where I was at in my level of understanding – taking time to explain without judgement, helped me get organized and then take steps to improve my financial health. As a small business owner, this was critical work to help how I operate daily. I’m so grateful for their services. Thank you, Zenith!!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
January 12, 2024
I have been working with my Finance Manager Fahmin at Zenith for almost a year now and it has been a great experience! I have never felt so supported when it comes to financial planning. For the first time in life I have a plan that is digestible, tangible but also fluid! Life happens and when it does I’ve never had an issue making adjustments to the plan. The software we use is great, easy to use, cool tech for sure! All in all, highly recommend Zenith Wealth Partners!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 25, 2023
Best in class financial management. Never met a team that provided more comfort, trust and advising in many aspects from budgeting, investing, estate planning and more. Couldn’t recommend more. Extremely pleased with Chelsea and her peers!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 20, 2023
Working with the team was so helpful in confirming my current financial strategy and provided direct, and actionable suggestions to improve it based on my goals. They really went above and beyond to provide resources and connections for my particular needs. Highly recommend them for anyone with any level of financial literary.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 19, 2023
Over the past year, I have had the privilege of working with Zenith, and it has completely transformed my financial life! The personal attention provided by Adrienne has been exceptional, and her expertise in financial planning and investment strategies are incredible!
Working with Zenith has not only helped me find new sources of income, but also encouraged me to increase my wealth. I am deeply grateful for this experience and would highly recommend Zenith to anyone in need of a financial advisor and help with money management. They are truly game-changers!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 21, 2023
Working with Zenith Wealth Partners has been the most beneficial and positive experience ever. My husband and I have been clients for the last 3 years, and our finances have improved so much. Chelsea, Jason and the entire Zenith Team are like family to us now. Would 100 percent recommend their services to other family and friends.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 14, 2023
Top tier investment management and financial planning firm. In my search for a financial advisor, I specifically sought out a professional who not only provided the financial guidance I required, but also took pride in empowering the black community with the tools, knowledge, and capabilities to achieve wealth. Zenith stands out for its commitment to fostering financial empowerment within the black community, which adds a valuable dimension to their ALREADY impressive expertise in investment management and financial planning.
I appreciate the comprehensive financial guidance I received, and can say for a fact that my financial goals are in capable hands (the numbers speak for itself). Highly recommended for anyone seeking not just a financial advisor, but a partner in building a prosperous, equitable future.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:Personal Connection
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2023
Zenith Wealth Partners has, and continues to, deliver on every expectation set during our introductory call. Not only have we seen significant gains in our personal finances, with ongoing goal setting for continued growth, but they’ve also created a network of various financial and professional partners that we can tap into.
The team is knowledgeable and engaged, they use state of the art tools for financial planning, and are always up to date with current market trends. I highly recommend working with this firm.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 28, 2023
My family couldn’t be happier about working with Zenith Wealth Partners. Everyone on the team has been knowledgeable, friendly, and extremely responsive, going above and beyond to make sure that all our questions are answered and we understand all our options. In addition, the Zenith team’s advice on financial planning, investments, and retirement have helped us clarify our goals, align our strategies to those goals, and envision new possibilities for our future. Overall, it’s been Zenith’s commitment to really understanding our priorities and then responding with a personal touch that really stands out; never once have we felt like a nameless client getting canned advice or information that doesn’t speak directly to our situation. We’re big fans!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 17, 2023
Working with Zenith Wealth Partners has been an incredible experience for my husband and me. As we were searching for a financial advisor to assist us with alternative investment strategies, optimizing my business income, and addressing the needs of our growing family, we found exactly what we were looking for with the Zenith Wealth Partners team. They have gone above and beyond to help us achieve all of our objectives.
What truly sets Zenith Wealth Partners apart is their exceptional team of experts. Whenever we had questions or concerns, we were able to speak directly with knowledgeable professionals who ensured that every aspect was thoroughly covered before providing recommendations. This level of personalized attention made us feel confident and secure in our decision to work with them.
If you’re someone seeking a financial planning firm that offers peace of mind while allowing you to focus on enhancing your quality of life, growing your business, and nurturing your family, I wholeheartedly recommend Zenith Wealth Partners. They have exceeded our expectations and have become an invaluable partner in our financial journey.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:Personal Connection
Fahmin Fardous, CFP®
Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
New York, NY
Nationwide
Jerel Butler, MBA, CFP®
Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
New Orleans, LA
Nationwide
Adrienne Davis, CPA, CFP®
Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
Washington, DC
Nationwide
Chelsea Ransom-Cooper, CFP®
Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
New York, NY
Nationwide
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