Advisor Vetting Process

We are committed to finding someone you feel comfortable with to manage your wealth. Zoe’s rigorous vetting process checks five things:


We only work with advisors with one or more required designations (CFP®, CFA, CPA).


We partner with advisors that have a minimum of 5 years of relevant experience.

Fiduciary Duty

Zoe Network advisors must have a fiduciary responsibility to act in your best interest.

Investment Management

We assess advisors’ investment processes to ensure they have experience with multiple financial subjects. 

Financial Planning

We work with advisors who provide comprehensive wealth planning, tailored to clients’ needs.

Ready to Grow Your Wealth?

Find your financial advisor matches.