About Us
At Zenith, you’ll find an experienced financial services team totally committed to putting your needs and goals first. Our status as a fully-licensed, independent financial advisor signifies your portfolio is not driven by arbitrary corporate decisions or directives — but instead is personally tailored to meet your and your family's financial needs — for today and into the future.
Our principals bring over 40 years of financial services experience and have track records of carefully allocating our clients' assets and developing sound diversification plans. Zenith's clients include affluent individuals, family estates and trusts, business owners, and corporations in the United States as well as abroad.
Our goal is to create long-term positive partnerships with our clients, serving as your strategic advisor on major financial decisions. We take the time to understand your personal financial objectives and focus on matching investment products and solutions that meet your unique needs. Our principals have a hands-on approach in delivering creative, responsive investment options — in a timely manner that respects your need for fast action and responsible results.
Mission Statement
Our goal is to build, enhance and protect your net worth. This is done with your unique goals and objectives in mind. We try to do this while keeping "risk" in the forefront of your plan.
Quotes
"By putting the investor's interest first, we are focused on investment opportunities and solutions that are like minded."
D. Mark Tidwell, CFP®
CEO
