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

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
i

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

The 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.