Find Your Wealth Manager
You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial advisor.
Find An Advisor
* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, & ’24 based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. 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. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
How It Works
1. Answer a Few Questions
Complete our 2-minute quiz to review your wealth manager matches.
2. Schedule a Complimentary Call
Interview vetted wealth managers to find your best fit.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
3. Grow Your Wealth
Open and fund investment accounts in minutes to start working with your wealth manager in the Zoe Wealth Platform.
Find A Wealth Planner With Expertise in Financial Planning
Experienced
Fiduciary
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The Value of a Great Wealth Manager
Working with an advisor can add as much as 3% more to your annual returns.*
*Assuming 5% annualized hypothetical growth of 500k portfolio vs 8% hypothetical annualized growth of advisor-managed portfolio over 25 years. Source: Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, July 2022. Nothing within the article, or related to the returns within the study are indicative of any returns generated by advisors on the Zoe Network.
A High Standard of Trust
You deserve a wealth manager you can trust. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.
Credentials
We only work with advisors with one or more required designations (CFP®, CFA, CPA).
Experience
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.
Disclosure: While Zoe employs rigorous vetting processes to select financial advisors, it is important for clients to conduct their own due diligence and assessments before engaging with any advisor. Zoe’s vetting process serves as a guide, but the ultimate decision rests with the client. Clients are encouraged to thoroughly evaluate the credentials, experience, fiduciary duty, investment management approach, and financial planning services of any advisor before making any financial decisions. Zoe shall not be held liable for any actions or decisions made by clients based on information provided through its platform.