Join Our Team
Zoe is a wealth planning platform that connects thoughtful investors seeking service, stewardship, and solutions to the most qualified aligned-interest advisors.
Our Manifesto
Every person is unique. Everyone wants the best.
Wealth management was once only accessible to the ultrawealthy. It is still antiquated, cookie cutter, and ridden with hidden fees.
Building wealth shouldn’t be inaccessible, ineffective, or costly. You deserve better.
We’re Zoe. We are in the wealth business. Wealth of money. Wealth of access. Wealth of mind.
We move mountains to help you grow with clarity and ease. Defending your goals. Defending your time. Defending your dreams.
We are your steward, committed to fighting for you.
We’re Zoe. Your way to wealth.
We’re Zoe. Your way to wealth.
Benefits & Perks
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Our Core Values
Our brand core values are behaviors that guide our mission and business decisions. We hire and promote based on these values.
Put the client First
You ask yourself: how does this help the client?
Act with urgency
You don’t leave for tomorrow what can be done today.
Build like a teammate
You value collaborative efforts. You give credit to others.
Have a growth mindset
You worry less about looking smart and put more energy into learning through hard work and feedback.
Show grit
You are resilient and adaptable You’re passionate towards achieving your goals.
Be optimistic
To achieve the unachievable, you have to be confident about the future.
Drive impact
You accomplish amazing amounts of meaningful work consistently and make your colleagues better.
Act like an owner
You are fully accountable for your actions. You’re the first to own up to your mistakes.
Meet The Team
