Find Your Financial Advisor
Let us connect you with an independent, fee-only financial advisor to help you create an active, purposeful relationship with your money
How it works
Answer Questions
Answer a few simple questions to help us understand what your needs are
See Results
Our algorithm hand picks the advisor best suited to your needs
Schedule Call
Review the advisor profile, decide if they’re a good fit & start chatting with them today
- Experienced
- Fiduciary
- No Sales
Meet our many advisors from across the country
All of the advisors in our network are Zoe Certified. Simply put, we reject 95% of financial advisors so you don’t have to.
Find An AdvisorAre you an advisor? JOIN ZOE
The value of an advisor
2x
Individuals with a financial plan are twice as likely to reach their goals.
- Boston consulting Group
- Boston consulting Group
81%
A good financial planner can increase your returns by as much as 81%*.- Vanguard
23%
A financial advisor can increase retirement income by average 23%.- Morningstar
* Assuming increased returns of 3% per year for 20 years.
Ready to get started?
Real financial planning should pay off today... not in 10 years time
Our recent blogs
5 Ways to Beat Your 2019 Financial Resolutions
January 09, 2019
The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company
January 08, 2019
6 Steps - End Of Year Retirement Check List
December 25, 2018
What's In A Number? Social Security & Retirement Age Milestones
December 13, 2018
4 Easy Ways To Give And Get (Charitable Tax Benefits)
December 07, 2018
6 Point Guide to 2018 End of Year Retirement Contributions
December 07, 2018
Healthcare in Retirement - Four Numbers to Know
November 30, 2018
Five Changes to Social Security in 2019
November 23, 2018
9 Things You Might Not Know About Social Security... But Should
November 14, 2018
Making Marriage PAY, Understanding Spousal Benefits
November 08, 2018
4 Things To Consider If You’re Thinking of Retiring Early
November 02, 2018
4 Retirement Uncertainties (and how to CRUSH them)
October 24, 2018
4 Things to Know About Social Security
October 18, 2018
What’s Wrong With Online Financial Calculators
September 14, 2018
The bull market is 3,447 days old... so should I sell stocks?
September 05, 2018
Are these personal finance facts or are they total bull?
August 28, 2018
Personal Finance Tips: When Your Children Leave Home
August 22, 2018
6 Red Flags - Time To Fire Your Financial Advisor
August 16, 2018
Retirement - do you know what you need to know?
August 13, 2018
How Long Does It Take To Get My Inheritance?
August 07, 2018