Financial Advice

 

The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company

I wanted to reflect for a moment on how Zoe came to be, and why we do what we do. We launched back in February 2018—and it’s been an absolute whirlwind. At Zoe, we match consumers with independent, fee-only financial advisors. In just a few …

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Financial advisors, the tell-all series. Part 4: Do I need a financial advisor?

In Part I of this blog series we outlined the different ways in which financial advisors make money, in Part 2 we looked into the differences between a broker and a registered independent advisor (RIA), and in Part 3 we discussed what value a GREAT advisor offers to their clients. That’s …

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financial advisor tell all series part 3

Financial advisors, the tell all series. Part 3: What Makes For A Great Advisor?

In Part 1 of Financial Advisors, The Tell All Series, we outlined the different ways in which financial advisors make money and in Part 2 we looked into the differences between a broker and an independent advisor (RIA). In this post, Part 3, we dive into what value a GREAT advisor offers …

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Financial Advisor tell all series part 2

Financial advisors, the tell all series. Part 2: Brokers vs. Advisors

Some people use the terms “financial advisor” and “broker” interchangeably, although they mean starkly different things. As someone wanting to take charge of your personal finances, these differences are important to understand. This is the follow-up to Financial advisors, the tell all series. Part 1: How …

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