Fahmin Fardous, CFP®
We provide a flexible financial advisory experience to meet you where you are!
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Zenith Wealth Partners
Fahmin Fardous, CFP®
New York, NY
Serving Clients Nationwide
We provide a flexible financial advisory experience to meet you where you are!
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Fahmin Fardous, CFP®
Fahmin Fardous joined Zenith in 2022 as an Financial Planner. Prior to joining Zenith, Fahmin served as a Trust Advisor in the private client division of one of the nation’s largest banks, specializing in helping clients to implement financial plans, estate plans and charitable gifting strategies. Through that experience she recognized that the traditional wealth management model not only contributes to the wealth disparity, but further widens the wealth gap.To best serve her clients, Fahmin first seeks to understand one’s relationship with money. That relationship, especially for first-generation immigrants and minorities like herself, plays a pivotal role in designing and implementing a client’s goals and achieving their desired lifestyle. She firmly believes having an intentional financial plan is the best way to build generational wealth and sustain a legacy.
Fahmin graduated from Montclair State University with a BA in Political Science and minors in Public Administration and Business. To explore her love of understanding human behavior, she obtained her Master’s in Psychological Studies from Seton Hall University.
Upon discovering financial planning as the perfect vehicle to understand people and make a positive impact in their lives, she was inspired to pursue and acquire her CFP.
Fahmin currently resides in New Jersey with her husband, Abdur and their two daughters, Inaaya and Eliana. When you meet Fahmin, make sure to ask about her most recent travel destination and the name of the newest book she’s reading!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
New York, New York
Additional Locations
📍 2400 Market St. Suite 216 Philadelphia, PA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
In our first meeting, we like to get to know one another to see how we can be of service to you. We will walk you through our services, and financial planning experience. Click the 'Book Intro Call' button above and complete our Discovery Questionnaire!Offers Investment Management
Yes
About Zenith Wealth Partners
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.
Education
Fahmin graduated from Montclair State University with a BA in Political Science and minors in Public Administration and Business. She obtained her Master’s in Psychological Studies from Seton Hall University.
Hobbies and Interests
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Business Owners
- Caregivers
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Immigrants
- Living in Retirement
- Muslim
- Parents
- Single Women
- Technology Professionals
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 3, 2025
The team at Zenith has gone above and beyond with me. They are knowledgeable and professional as well as incredibly kind, empathetic and compassionate. I can’t say enough great things about them all. I know I’m in good hands and I trust them completely.
Relationship to Financial Advisor: Client as of Apr 3, 2025
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™
Dec 17, 2024
Zenith Wealth Partners have really guided the formulation of an initial solid and fantastic strategy for future growth. The whole team, from advisors to marketing to leadership, have been outstanding. As a result, we will be moving on to Phase 2 with Zenith!
Relationship to Financial Advisor: Client as of Dec 17, 2024
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™
Dec 12, 2024
I've been so thankful that I found Zenith Wealth Partners and Fahmin Fardous. With each interaction and step of the process, she provided the highest quality of knowledge, care and support. Her expertise on Islamic Financial Advising and Investments is of great value to the Muslim community and/or anyone wishing to align their financial portfolio and strategy, in accordance with their values and ethics. Would strongly recommend!
Relationship to Financial Advisor: Client as of Dec 12, 2024
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™
Nov 28, 2024
Chelsea has been my financial planner since 2021, and she has truly been a game-changer for me. I've made incredible progress with my personal finances working with her.
Her ability to model potential outcomes and guide me through tough decisions has given me confidence in making choices about real estate, further education, taxes, and more. I can’t imagine accomplishing the milestones I have over the past few years without her in my corner—offering valuable introductions, talking through ideas, double-checking critical documents, and more.
Beyond her financial expertise, I appreciate Chelsea’s empathy and understanding. She truly gets that financial decisions are, at their core, life decisions.
Overall, she's given me peace of mind and amazing progress. I would definitely recommend her and the Zenith team!
Relationship to Financial Advisor: Client as of Nov 28, 2024
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™
Nov 13, 2024
Zenith is simply superb. The advisors are knowledgeable and responsive. My experience with the firm has been excellent and so, I highly recommend Chelsea and her team.
Relationship to Financial Advisor: Client as of Nov 13, 2024
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™
Nov 12, 2024
Chelsea has really helped me understand my equity awards and how to invest for the future. I appreciate the advise that they’d gave me and the impact their work has been to my portfolio.
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™
Nov 12, 2024
Relationship to Financial Advisor: Client as of Nov 12, 2024
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™
Nov 12, 2024
I have had the joy of working with Jason and Nate over the last three months to help develop financial and strategic tools for our small business. They work from a place of curiosity and are really thoughtful listeners who want to understand your business, the landscape you work in, and your personal and business goals.
I felt like I had true partners in thinking through our plans for the next several years. Jason and Nate were able to have big picture, strategic conversations as well as detailed, data-driven discussions. The result is that I now have an excellent pro forma that can be adapted as business evolves, and also some very well-researched strategies for managing debt and growing the business.
Zenith is a wonderful team and I recommend them to anyone looking for strategic financial advice!
Relationship to Financial Advisor: Client as of Nov 12, 2024
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™
Nov 12, 2024
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™
Nov 11, 2024
Relationship to Financial Advisor: Client as of Nov 11, 2024
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™
Oct 21, 2024
Working with Zenith Wealth Partners has help me improve my knowledge and develop a better financial plan. I am so grateful to work with a financial planner like, Adrienne Davis. She has equipped me with the right information to make informed financial decisions. Thank you!
Relationship to Financial Advisor: Client as of Oct 21, 2024
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™
Oct 18, 2024
I've had the pleasure of working with Chelsea Ransom-Cooper for about three years, and it's truly one of the best financial decisions I've ever made. When I first joined the firm, I was overwhelmed by thousands of dollars in debt and felt embarrassed about my financial situation. Chelsea approached my circumstances with complete understanding and created a personalized plan to guide me.
Over the years, we successfully eliminated all my consumer debt, made significant progress on my student loans, paid off my car, increased my 401(k) contributions , and savings, and even purchased my first home. I can’t imagine reaching this point without her support.
Whenever I needed additional assistance, Chelsea brought in her talented colleagues to ensure I received the best help possible. This firm has consistently exceeded my expectations, and I can't recommend them highly enough!
Relationship to Financial Advisor: Client as of Oct 18, 2024
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™
Oct 17, 2024
Zenith Wealth Partners has been such a pleasure to work with over the past few years! Chelsea specifically has such tremendous knowledge and helps break down confusing financial topics into something that I can understand better. She also helped me expand from my lack mindset and re-assess better strategies on how to make my money work for me/grow!
Relationship to Financial Advisor: Client as of Oct 17, 2024
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™
Oct 10, 2024
Zenith Wealth Partners is a great place to turn to for financial planning support, whether short or long term.
I love that the team reflects diverse communities with varied and unique financial goals. At every turn I feel supported by the Zenith Team during open enrollment season, tax season, and during new ventures. The team I work with is fantastic, caring, and attentive. Adrienne and Fahmin continue to demonstrate their commitment to eliminating systemic wealth inequality by supporting women of color at every step of the way in financial planning.
When people in my community ask me for personal or business financial planning, I always refer them to Zenith Wealth Partners.
Relationship to Financial Advisor: Client as of Oct 10, 2024
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™
Oct 4, 2024
Relationship to Financial Advisor: Client as of Oct 4, 2024
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™
Oct 3, 2024
Zenith Wealth Partners has changed the trajectory of my family finances. When we first met Chelsea and team in 2020 we had no direction and no plan, after being with Zenith for 4 years we have seen an increase in our financials and we have a clear path to retirement thanks to Zenith! Chelsea is very proactive when it comes to things like 401K and tax preparation and will always respond to your request. I can not recommend them enough!
Relationship to Financial Advisor: Client as of Oct 3, 2024
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™
Oct 3, 2024
Zenith is quite communicative and helpful in their business practices. Adrienne Davis is a great ambassador for the organization and very helpful in her insights to building matter financial practices. Thank you; I’m excited to stay connected!
Relationship to Financial Advisor: This reviewer has never been a 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™
Oct 3, 2024
I’ve worked with Adrienne and Zenith for several years now and greatly appreciate the knowledge, education and service they provide. Highly recommended.
Relationship to Financial Advisor: Client as of Oct 3, 2024
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™
Oct 2, 2024
Adrienne D has been such a pleasure to work with, I’ve really been able to make strong financial strides from her advising.
Relationship to Financial Advisor: Client as of Oct 2, 2024
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™
Oct 2, 2024
I’ve been working with Chelsea for well over 5 years. She has been the best accountability partner for me and my finances. I would absolutely recommend her and the Zenith Wealth Partners team for your financial advisory needs.
Relationship to Financial Advisor: Client as of Oct 2, 2024
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™
Oct 2, 2024
Relationship to Financial Advisor: Client as of Oct 2, 2024
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™
Oct 2, 2024
My Roth IRA has been managed by Zenith Wealth Partners for several years now, and I couldn’t be happier with the returns
Relationship to Financial Advisor: Client as of Oct 2, 2024
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™
Oct 2, 2024
I have been with zenith for a short time and already I am seeing an impact in my wealth planning future. What I love most about Adrienne is that she doesn’t just focus on one element of the wealth plan. She focuses on holistic wealth building and has connected me with resources to help me think about a more well rounded wealth plan. I highly recommend engaging with this forward thinking organization!
Relationship to Financial Advisor: Client as of Oct 2, 2024
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™
Oct 1, 2024
As the Director of the B-Smart Entrepreneurship program supporting early-stage entrepreneurs, I had the pleasure of working with Zenith Wealth Partners for a financial forecasting and fundraising workshop. Jason and Nate did an excellent job developing the curriculum, and Nate delivered a thoughtful, well-prepared presentation that resonated with our entrepreneurs. The comprehensive spreadsheet they provided was a great resource. Nate’s ability to connect with the group made a complex and often intimidating topic feel more accessible. Our entrepreneurs left feeling more confident and equipped to move forward. I highly recommend Zenith Wealth Partners for their expertise and professionalism!
Relationship to Financial Advisor: Client as of Oct 1, 2024
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™
Sep 29, 2024
Chelsea and Fahmin have been amazing ! They are very knowledgeable and provided a clear picture of my financial situation and a strategy around how I can achieve my financial goals. Most financial advisors focus on commissionable products but Zenith focuses on you and how you can improve your financial situation. Thank you Zenith! Highly recommend!
Relationship to Financial Advisor: Client as of Sep 29, 2024
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™
Sep 20, 2024
My experience with Zenith Wealth Partners has been exceptional. Nate goes above and beyond to ensure he is prepared and providing you with a wealth of knowledge. He strives to ensure his clients achieve their financial, professional and personal goals. In order to provide the highest level of service to his clients, he aims to be sure we are on target to meet our financial goals. I look forward to continuing being serviced by ZWP and their team.
Relationship to Financial Advisor: Client as of Sep 20, 2024
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™
Aug 1, 2024
I had a great experience working with Zenith Wealth Partners, specifically with Chelsea and Raeonna. They are extremely knowledgeable and took the time to help me with financial planning and investment advice during a transitional period in my career. Raeonna answered all of my questions, making sure I fully understood my new budget and how I could further optimize my spending habits as I searched for a new job. Both Chelsea and Raeonna were very professional and regularly go above and beyond to ensure I’m fully understanding their financial planning and investment recommendations and how they will benefit my financial future. I would highly recommend Zenith Wealth Partners for their expertise and excellent customer service!
Relationship to Financial Advisor: Client as of Aug 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Friend
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
I had a great experience working with Zenith Wealth Partners, specifically with Lucas and Nate. They are extremely knowledgeable and took the time to help me understand the valuation of my company. Nate answered all of my questions, making sure I fully understood the numbers. Both Lucas and Nate were very professional and kind throughout the entire process. They even went above and beyond to help me with my pitch! Not only have these two been amazing advisors, but they also became great friends to me. I would highly recommend Zenith Wealth Partners for their expertise and excellent customer service!
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™
Apr 13, 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™
Mar 31, 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: Client as of Mar 31, 2024
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™
Mar 27, 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: Client as of Mar 27, 2024
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™
Mar 12, 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: Client as of Mar 12, 2024
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™
Feb 5, 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: Client as of Feb 5, 2024
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™
Feb 3, 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: Client as of Feb 3, 2024
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™
Jan 11, 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: Client as of Jan 11, 2024
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™
Dec 24, 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: Client as of Dec 24, 2023
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™
Dec 19, 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™
Dec 18, 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: Client as of Dec 18, 2023
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™
Nov 20, 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: Client as of Nov 20, 2023
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™
Nov 13, 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: Client as of Nov 13, 2023
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™
Oct 10, 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: Client as of Oct 10, 2023
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™
Sep 27, 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: Client as of Sep 27, 2023
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™
Jul 16, 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: Client as of Jul 16, 2023
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™
Apr 13, 2023
Relationship to Financial Advisor: Client as of Apr 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
