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
Zoe Financial | Find an Advisor | WSJ Feature
Zoe Financial | Find an Advisor | Forbes Feature
Zoe Financial | Find an Advisor | NYT Feature
Zoe Financial | Find an Advisor | CNBC Feature
Zoe Financial | Find an Advisor | CNN Money Feature
Zoe Financial | Find an Advisor | Business Insider Feature
Zoe Financial | Find an Advisor | ThinkAdvisor Feature
FC-ZF
NW-ZF

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. 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.

Zoe Financial | Nerdwallet
Zoe Financial | Morningstar
Zoe Financial | WSJ
Zoe Financial | New York Times
Zoe Financial | Think Advisor
Zoe Financial | CNBC
Zoe Financial | Business Insider
Zoe Financial | CNN Money
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
Find My Advisor Apply As Advisor
Find My Advisor Apply As Advisor

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.

Find My Advisor

Join over +65,000 subscribers, deeply invested in accelerating their wealth creation.