Find Your Wealth Advisor

You deserve an advisor you can trust. Grow your wealth with the top 5% of vetted advisors nationwide.

Nationwide Advisor Network

Only the most qualified aligned-interest advisors receive the Zoe Seal of Approval.

$1,693,177 Do-It-Yourself

$3,424,237 With Wealth Advisor

25 Year Investment

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.

A good wealth advisor can increase your returns by as much as 3% yearly.

Vanguard

Our due diligence process only approves the top 5% of financial advisors. Meaning you only work with the best of the best.

We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) move to the next step.

Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.

Zoe Advisors must act in your best interest. Only those who are unbiased and don’t overcharge their clients move to the next step.

Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.

We interview advisors to evaluate their communication and interpersonal skills, as well as the overall client experience they offer.

Real wealth planning should pay off today, and in 10 years’ time.

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