Find Your Financial Advisor

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

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* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. 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.

Thousands of families nationwide have found a trusted financial advisor at

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
$3,424,237 With Advisor
25 Year Investment

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.


The Highest Standard of Trust

Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

Credentials & Education

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


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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