Find Your Financial Planner

You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial planner.

Find An Advisor

* 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 planner. 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.

Thousands of families nationwide have found a trusted financial advisor at

How It Works

Get Matched

Our algorithm handpicks the financial planner best suited to your unique situation.

Have a Conversation

Connect with your advisor matches and find the right financial planner for you.

Start Your Growth

Build a relationship with a trusted expert and secure your financial future.

Trusted by Investors and Top Operators from

The Value of a Financial Planner

$1,693,177 No Advisor
$3,524,237 With Advisor
25 Year Investment

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.

A good financial planner can increase your returns by as much as 3% annually.


The Highest Standard of Trust

Our due diligence process only approves the top 5% of financial planners. This means you only work with the best of the best.

Credentials & Education

We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Financial planners without the required designation are excluded.


With experience comes knowledge. We ensure that every financial planner in our network has in-depth expertise.

Unbiased & Transparent

All Zoe-associated financial planners are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.

Investment Knowledge

We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.

Financial Planning

We assess their communication skills and overall client experience.

Ready to Grow Your Wealth?

Let us connect you with the most qualified financial planners.

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