Zenith Financial Planning Inc

Overview

Zenith Financial Planning Inc. is an independent, limited-liability advisory firm focused on fee-based wealth management for individuals and families. The firm centers its advisory practice on discretionary portfolio management and comprehensive financial planning, and it supplements client work with educational workshops. Investment activity is concentrated in publicly traded equities, with the firm operating a fully discretionary equity mandate across its client base. Zenith uses a percentage-of-assets fee model and does not report active ESG investing or multi-state advisory operations.

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Public Holdings

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Location & Offices