Find Your Wealth Advisor
You deserve an advisor you can trust. Grow your wealth with the top 5% of vetted advisors nationwide.
Find My Advisor
Previous
Next
How It Works
Get Connected
Complete our short quiz. Human experts, plus powerful technology, handpick the advisors
best suited to your unique situation.
Have a Conversation
Connect with top wealth advisors you're interested in and find the best fit for you.
Grow Your Wealth
Build a relationship with a trusted expert who works for you.
Nationwide Advisor Network
Only the most qualified aligned-interest advisors receive the Zoe Seal of Approval.
Experienced Fiduciary No sales
The Value of an Advisor
$1,693,177 Do-It-Yourself
$3,424,237 With Wealth Advisor
25 Year Investment
A good wealth advisor can increase your returns by as much as 3% yearly.
VanguardThe Highest Standard of Trust
Our due diligence process only approves the top 5% of financial advisors. Meaning you only work with the best of the best.
Credentials & Education
We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) move to the next step.
Experience
Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.
Unbiased & Transparent
Zoe Advisors must act in your best interest. Only those who are unbiased and don’t overcharge their clients move to the next step.
Investment
Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.
Financial Planning
We interview advisors to evaluate their communication and interpersonal skills, as well as the overall client experience they offer.
Ready to Get Started?
Real wealth planning should pay off today, and in 10 years’ time.