Grow & Protect Your Wealth
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How To Find A Wealth Manager
How To Find A Wealth Manager
About Zoe
Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary wealth managers. Backed by The Opportunity Fund, founded by the SoftBank Group, Zoe’s mission is to help grow and protect wealth.
Through Zoe’s platform, you can connect with trusted financial advisors across the United States based on your unique financial situation and objectives.
* 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.
***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.
Is It Time To Hire A Wealth Manager?
An advisor can create a wealth plan to bring you closer to your goals. Work with a fiduciary wealth manager to:
Manage a Windfall
What is the most strategic way to use your newly acquired money?
Manage Investments
Is your portfolio aligned with your values, risk tolerance, and expected returns?
Life & Family Changes
Are you financially ready to grow your family or get divorced?
Plan for Retirement
Will your money decisions today take you to the life you want to live in the future?
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Home Purchase
Do you know the best ways to address one of life’s biggest investments?
A High Standard of Trust
You deserve an advisor 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.
What To Evaluate When Interviewing Wealth Managers
- ○ You feel comfortable with them.
- ○ They show interest in your unique situation.
- ○ You see yourself working with them in the long term.
- ○ Their fee structure aligns with your needs.
- ○ They don’t push products and services.
- ○ They don’t promise you will beat the market.
