Adrienne Davis, CPA, CFP®

We provide a flexible financial advisory experience to meet you where you are!

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Zenith Wealth Partners Adrienne Davis, CPA, CFP®
Washington, DC

Serving Clients Nationwide

We provide a flexible financial advisory experience to meet you where you are!

Areas of Focus

  • Compensation Planning
  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Adrienne Davis joined Zenith in 2022 as a Financial Planner. Prior to joining Zenith, Adrienne spent several years as a financial advisor at a national broker-dealer serving individuals, families, and business owners.

Before specializing in financial planning, Adrienne worked in public accounting, providing tax planning and compliance services to high net worth individuals and billion dollar companies.

Adrienne realizes there is a need for her peers to see someone who is authentic and relatable, partnering in their financial journey. She is purposed with helping close the economic gaps among her community.

At Zenith, Adrienne prioritizes helping her clients achieve financial wellness. She helps her clients identify personal finance goals, create budgets, invest intentionally, and plan for financial independence so they can live financially free.

Adrienne graduated from Howard University with a Bachelor of Business Administration degree in Accounting and a Master of Business Administration. She sits on the National CPA Financial Literacy Commission, leading the CPA profession in a national effort to advance the financial literacy of Americans.

When you meet with Adrienne, make sure to ask her about her love for fitness and her vinyl collection.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Primary Location

Washington, DC

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 our Firm

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

Adrienne graduated from Howard University with a Bachelor of Business Administration degree in Accounting and a Master of Business Administration.

Badges

Hobbies and Interests

  • Family
  • Music
  • Working Out

Who We Serve

  • BIPOC
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Single Women
  • Technology Professionals
  • 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.