Find Your Financial Planner
in Seattle

Connect With The
Top Planners in Seattle

We're ready to connect you with the best planners in Seattle. All of our financial planners are vetted and Zoe Certified.

  • Experienced
  • Fiduciary
  • No sales

Pedigree of Trust

Our due dilligence process only approves the top 5% of planners in Seattle.
This means you only look at the best of the best.

Credentials & Education

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

Experience

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

Unbiased & Transparent

All Zoe Network Advisors are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.

Quantitative Assessment

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

Qualitative Assessment

We assess their communication skills and overall client experience.

Ready to get started?

Real financial planning should pay off today… and in 10 years time.