Find Your Financial Advisor

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

Find An Advisor

Thousands of families nationwide have found a trusted financial advisor at zoefin.com

How It Works

Get Matched

Our algorithm handpicks the advisor best suited to your unique situation.

Have a Conversation

Connect with your advisor matches and find the right advisor 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 an Advisor

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

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.

Vanguard

The Highest Standard of Trust

Our due diligence process only approves the top 5% of financial advisors. 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. Advisors without the required designation are excluded.

Experience

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

Unbiased & Transparent

All advisors 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 wealth planners

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