Philadelphia Investment Partners

What Philadelphia Investment Partners does

Philadelphia Investment Partners (operating as PIP Wealth since July 2023) is a fee-only, fiduciary Registered Investment Advisor founded in 1999 by Peter Zeuli and headquartered in Voorhees Township, New Jersey. The firm delivers comprehensive wealth management services to high-net-worth individuals and families, business owners, corporate executives, and pre-retirees/retirees across the Philadelphia metro, South Jersey, and nationwide via virtual meetings. Its service offering spans 13 integrated capabilities including investment management, financial planning, retirement planning, CEPA-credentialed business exit planning, executive compensation optimization, tax strategies, trust and estate planning, risk management, philanthropic planning, education planning, cash flow planning, and wealth education.

The firm's underlying technology is an open-architecture platform assembled from third-party tools rather than built in-house: Interactive Brokers and Altruist serve as custodians and brokerage infrastructure, Circle Black provides portfolio reporting and account aggregation, NetX Investor delivers account management, and RightCapital powers the financial planning portal. Proprietary intellectual property is limited to the firm's fundamental-analysis-based portfolio construction methodology and two pooled investment vehicles — the PIP New Generation Fund (launched 2008 as an LP hedge fund, converted to a Mutual Fund in 2011) and the PIP Dynamic Core Fund, LP (launched 2017). The team consists of two named advisors, Peter Zeuli (CFA Charterholder, CEPA, Founder and CIO) and Shannon McCue (Portfolio Manager and Financial Advisor, managing over $130M in HNW assets).

Philadelphia Investment Partners generates revenue through transparent asset-based advisory fees paid as a percentage of assets under management, with no commissions, transaction fees, or product sales. The fee-only, fiduciary model aligns advisor compensation with client outcomes. The go-to-market is high-touch and relationship-driven: a free introductory call leads to discovery, strategy presentation, implementation, and ongoing quarterly reviews, supported by a content marketing engine of 91 blog articles, 50+ financial calculators, downloadable guides, and a monthly email newsletter. The firm is privately held with no disclosed external funding, parent company, or institutional investors.

Name

Philadelphia Investment Partners

Legal name

Philadelphia Investment Partners, LLC

Website

https://piplp.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Philadelphia Investment Partners (dba PIP Wealth) is a fee-only, fiduciary RIA providing integrated wealth management, financial planning, and business exit planning services to high-net-worth individuals, business owners, executives, and retirees across the Philadelphia metro, South Jersey, and nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Fee-only wealth management
• Fiduciary investment advisory
• Financial planning services
• Retirement planning
• Portfolio management

Headquarters

HQ city

Voorhees

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Asset-Based Advisory Fees: Transparent, asset-based fee structure where clients pay a percentage of assets under management. No commissions, no transaction fees, no hidden charges. Fee-only model ensures advisor interests are aligned with client outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Philadelphia Investment Partners is a fee-only, fiduciary Registered Investment Advisor delivering research-driven investment management and comprehensive financial planning for high-net-worth individuals, business owners, corporate executives, and pre-retirees/retirees. Services span portfolio construction, retirement, business exit, executive compensation, tax, trust and estate, insurance, philanthropic, education, and cash flow planning, supported by proprietary pooled funds (PIP New Generation Fund and PIP Dynamic Core Fund) and an open-architecture platform built on third-party custodians and planning tools.

Product overview

PIP Wealth (formerly Philadelphia Investment Partners) is a fee-only, fiduciary RIA offering 13 integrated wealth management services. The core offering includes Investment Management and Financial Planning, supplemented by specialized services: Retirement Planning, Business Exit Planning (CEPA-credentialed), Executive Compensation & Benefits, Tax Strategies, Trust & Estate Planning, Risk Management & Insurance, Philanthropic Planning, Education Planning, Cash Flow Planning, and Wealth Education. The firm also manages two proprietary pooled investment vehicles: the PIP New Generation Fund, LP (a global long/short hedge fund converted to mutual fund structure) and the PIP Dynamic Core Fund, LP (a concentrated overwrite fund). All services are delivered through an open architecture platform with institutional-grade investment methodology.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Research-driven portfolio construction using fundamental analysis across global markets. Builds diversified strategies across asset classes, rebalances proactively, and aligns every position to client long-term goals and tax situation. For investors seeking institutional-grade portfolios.
• Financial Planning Comprehensive planning that connects investments, taxes, insurance, estate, and cash flow into one coordinated strategy with scenario modeling, stress testing, and ongoing updates as life evolves. For families navigating complex financial decisions.
• Retirement Planning Builds withdrawal strategies, optimizes Social Security timing, and creates income plans designed to sustain lifestyle through every stage of retirement. For pre-retirees and those already in retirement.
• Business Exit Planning CEPA-credentialed specialized exit planning that helps business owners maximize enterprise value, plan tax-efficient exits, and transition from business income to portfolio income. For business owners planning a transition or sale.
• Executive Compensation & Benefits Specialized planning for stock options, RSUs, deferred compensation, and supplemental benefits to minimize taxes and maximize long-term wealth. For executives with complex compensation packages.
• Tax Strategies Coordinates with the client's CPA to implement tax-loss harvesting, Roth conversions, charitable giving vehicles, and asset location strategies to reduce lifetime tax burden. For high-income earners seeking tax efficiency.
• Trust & Estate Planning Coordinates with estate attorneys to structure trusts, plan wealth transfers, minimize estate taxes, and ensure legacy intentions are documented and funded correctly. For families protecting wealth across generations.
• Risk Management & Insurance Comprehensive risk assessments identifying gaps in financial armor including market exposure, concentration risk, liability concerns, and insurance shortfalls. Reviews life, disability, and long-term care needs with unbiased (no-commission) recommendations.
• Philanthropic Planning Structures donor-advised funds, charitable trusts, and giving strategies that align philanthropic goals with the financial plan and tax efficiency. For clients who want to give back strategically.
• Education Planning Evaluates 529 plans, Coverdell ESAs, and other education savings vehicles integrated with the broader financial plan.
• Cash Flow Planning Builds a sustainable spending framework that supports goals, eliminates guesswork, and provides confidence in day-to-day financial decisions.
• Wealth Education Ongoing education about markets, investment strategies, and financial concepts to help clients engage confidently in their own financial future.
• PIP New Generation Fund, LP Proprietary pooled investment vehicle originally structured as a global long/short hedge fund, converted to a Mutual Fund in January 2011 for use in asset allocation models and smaller portfolios. For use within the firm's asset allocation strategies.
• PIP Dynamic Core Fund, LP Proprietary concentrated overwrite fund created in July 2017 to modernize the firm's investment approach and used within client portfolios.

Quantifiable outcome

• $130M+ assets under management by one advisor for high-net-worth clients
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• Interactive BrokerscoreTechnology or IntegrationThird-party brokerage platform for client account access, trading, and position management. Assets held at independent custodian; clients have full visibility and access to their accounts.
• Circle BlackcoreTechnology or IntegrationPortfolio reporting and account aggregation platform. Clients can view consolidated performance across all investment accounts through this portal.
• NetX InvestorsupportingTechnology or IntegrationInvestment account management platform providing access to statements, tax documents, and detailed account information.
• AltruistcoreTechnology or IntegrationCustodial account platform providing access to custodial holdings, account balances, and transaction history for client accounts.
• RightCapitalcoreTechnology or IntegrationFinancial planning portal used by advisors to present comprehensive financial plans, projections, and planning scenarios to clients.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Sequoia Financial Group: Fee-only RIA offering wealth management and financial planning to individuals and families. Comparable business model, fee structure, and target market.
• Buckingham Strategic Wealth: Fee-only RIA delivering fiduciary wealth management, tax planning, and exit/business-owner advisory to individuals and families. Closely aligned business model, fee structure, and target client.
• Halbert Hargrove: Boutique, fee-only, fiduciary RIA serving HNW individuals and families with comprehensive wealth management. Nearly identical structure, service offering, and target market to PIP.

Broad incumbents

• Edelman Financial Engines: Large national RIA serving individuals and families with goal-based financial planning and investment management. Overlap with PIP in HNW advisory and fee-only model, though at much greater scale.
• Creative Planning: One of the largest independent fee-only RIAs in the US, serving HNW individuals with comprehensive wealth management. Highly relevant as a scaled version of PIP's fee-only fiduciary model, competing for the same HNW/business-owner target market nationally.
• Mercer Advisors: National RIA providing wealth management, tax, estate, and exit planning to HNW individuals and business owners. Directly comparable service breadth and target client, with acquisition-led growth strategy.
• Fisher Investments: Large RIA serving high-net-worth and institutional investors with discretionary portfolio management. Comparable target market and asset-based fee model, though PIP offers broader integrated financial planning.
• Carson Wealth: National RIA partnership platform offering fee-based financial planning and wealth management to HNW individuals and business owners. Comparable in service breadth and target client (business owners / executives), with similar emphasis on integrated planning.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory to HNW families, business owners, and executives. Directly comparable fee-based fiduciary service offering spanning investment management, tax, estate, and exit planning.

Emerging players

• Facet Wealth: Tech-enabled fee-only RIA delivering financial planning and investment management to a mass-affluent and HNW audience. Comparable fee-only fiduciary orientation but materially different delivery model (digital-first).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Philadelphia-Investment-Partners-2386468764743481

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Philadelphia Investment Partners