Philadelphia Investment Partners is a fee-only, fiduciary RIA serving serious investors across the Philadelphia metro and South Jersey. Institutional-grade wealth management — built around your life, not a sales quota.
Most wealth managers sell products. We build partnerships. As a fee-only fiduciary, our only incentive is your success. No commissions. No quotas. No conflicts — ever. Your financial plan evolves as your life does, with proactive adjustments and clear communication at every step.
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which should be successful, to prevent a lot of money from becoming a little.”— Fred Schwed, Jr., Where Are the Customers’ Yachts?
Every service is delivered with fiduciary care — no products to sell, no hidden agendas. Just rigorous planning tailored to your life.
Research-driven portfolio construction using fundamental analysis — not product shelves. We build diversified strategies across asset classes, rebalance proactively, and align every position to your long-term goals and tax situation.
Comprehensive planning that connects your investments, taxes, insurance, estate, and cash flow into one coordinated strategy. We model scenarios, stress-test assumptions, and update your plan as life evolves.
When can you retire? How much can you spend? What about healthcare? We build withdrawal strategies, optimize Social Security timing, and create income plans designed to sustain your lifestyle through every stage of retirement.
Peter Zeuli’s CEPA credential means PIP Wealth specializes where most advisors can’t. We help business owners maximize enterprise value, plan tax-efficient exits, and transition from business income to portfolio income seamlessly.
Stock options, RSUs, deferred compensation, supplemental benefits — these require specialized planning. We analyze your total compensation and build strategies that minimize taxes and maximize long-term wealth.
Tax planning is not tax preparation. We coordinate with your CPA to implement strategies like tax-loss harvesting, Roth conversions, charitable giving vehicles, and asset location — reducing your lifetime tax burden.
As your fiduciary, we coordinate with estate attorneys to structure trusts, plan for wealth transfer, minimize estate taxes, and ensure your legacy intentions are documented and funded correctly.
Because we earn no commissions on insurance products, our recommendations are unbiased. We review your coverage gaps, evaluate life, disability, and long-term care needs, and ensure your protection matches your plan.
Charitable giving can be both personally meaningful and tax-efficient. We help structure donor-advised funds, charitable trusts, and giving strategies that align your generosity with your overall financial plan.
We believe the best financial plans are built on understanding — not sales pitches. Our process is designed to listen first, plan deliberately, and partner with you for the long term. Every relationship begins with a simple, no-obligation conversation.
Start the ConversationA free, no-pressure conversation to understand your situation, goals, and whether we’re the right fit for each other.
We gather your full financial picture — assets, liabilities, income, taxes, insurance, estate documents — and analyze it as a whole.
We present a comprehensive, personalized plan with clear recommendations — explained in plain language, not jargon.
We execute the plan, coordinate with your CPA and attorney, and handle all the details of portfolio construction and account setup.
Regular reviews, proactive adjustments, and open communication. Your Personal CFO — available when you need us, anticipating what you don’t.
Our advisors bring institutional-level expertise to every client relationship — with the personal attention of a boutique firm.
Peter founded PIP Wealth in 2000 to bring institutional-caliber investment expertise to private clients. A CFA Charterholder and Certified Exit Planning Advisor, he specializes in managing value-added portfolios and guiding business owners through exits.
Shannon brings 15 years of financial services experience, including managing assets exceeding $130 million for high-net-worth individuals. Her focus on financial planning serves younger clients navigating wealth accumulation.
Practical perspectives on investing, retirement, and financial planning.
Schedule a free, no-obligation introductory call. We’ll listen to your situation, answer your questions, and determine together if PIP Wealth is the right fit for your needs.
