Connect with a highly vetted, pre-qualified financial advisor.

Answer a few questions and we’ll find the best for you

How old are you?

Connect with a highly vetted, pre-qualified financial advisor.

Answer a few questions and we’ll find the best for you

How old are you?

How to find an advisor

How to find an advisor

Answer six simple
questions

Let Zoe get to know you a
little bit better.

Get your top qualified advisor matches

See the Zoe-recommended
advisors for you.

Meet and interview advisors

Connect with advisors. Choose the one that feels right for you.

Answer six simple questions

Let Zoe get to know you a little bit better.

Get your top qualified advisor matches

See the Zoe-recommended advisors for you.

Meet and interview advisors

Connect with advisors. Choose the one that feels right for you.

How Zoe Makes Finding An Advisor Easy

How Zoe Makes Finding An Advisor Easy

We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide cookie-cutter financial plans and high-fee investment management services. They earn fat commissions for pushing products and insurance, despite it not always being in their clients’ best interests.

You deserve better. The best rated financial advisors used to be reserved only for the ultra-wealthy. Zoe changes that. Our matching algorithm connects you with the best advisors based on your goals and preferences so that you can choose the one that feels right for you.

All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States. Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and actually deliver value and peace of mind.

We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide cookie-cutter financial plans and high-fee investment management services. They earn fat commissions for pushing products and insurance, despite it not always being in their clients’ best interests.

You deserve better. The best rated financial advisors used to be reserved only for the ultra-wealthy. Zoe changes that. Our matching algorithm connects you with the best advisors based on your goals and preferences so that you can choose the one that feels right for you.

All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States. Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and actually deliver value and peace of mind.

Is It Time To Hire An Advisor?

Is It Time To Hire An Advisor?

Regardless of your financial situation, an experienced advisor can help you create a wealth plan that brings you closer to your goals. Some of the key moments to find wealth advice are:

Regardless of your financial situation, an experienced advisor can help you create a wealth plan that brings you closer to your goals. Some of the key moments to find wealth advice are:

What To Evaluate When Interviewing Advisors

Zoe qualifies advisors to ensure you only meet with those who are unbiased, transparent, and act in your best interests. When interviewing your potential advisors, evaluate them to make sure

What To Evaluate When Interviewing Advisors

Zoe qualifies advisors to ensure you only meet with those who are unbiased, transparent, and act in your best interests. When interviewing your potential advisors, evaluate them to make sure

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you