Grow Your Wealth
with a Financial Advisor

You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary, financial advisors.

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.

***The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.

How It Works

1. Answer a Few Questions

Complete our 2-minute quiz to review your advisor matches.

2. Schedule a Complimentary Call

Interview vetted advisors to find your best fit. 

2. Schedule a Complimentary Call

Interview vetted advisors to find your best fit. 

The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.

 

3. Grow Your Wealth

Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.

Already have an advisor? Log In

Introducing
The Zoe Wealth Platform

Quickly open and fund your investment accounts in just minutes. Traditional platforms take weeks.

Easily track your net worth to stay on top of your financial life.

Securely access and effortlessly monitor your investment portfolio.

The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.

The Value of a Great Advisor

Working with an advisor can add as much as 3% more to your annual returns.*

*Assuming 5% annualized hypothetical growth of 500k portfolio vs 8% hypothetical annualized growth of advisor-managed portfolio over 25 years. Source: Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, July 2022.  Nothing within the article, or related to the returns within the study are indicative of any returns generated by advisors on the Zoe Network.

Feedback From Our Users

Zoe Financial helped me find one within two days! I could not be happier or more grateful.”*

5.0
5/5

“Partnering with Zoe has allowed us to onboard clients & deliver the best service in a frictionless way.”**

5.0
5/5

The quality of the referrals were top notch, the choices were good enough that the final decision was subjective.”*

4.9
4.9/5

*The preceding testimonials are provided by an individual user of the Zoe advisor matching service. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

**The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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