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Grow Your Wealth
with a Financial Advisor
You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary, financial advisors.
* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22, ’23, and ’24, 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.
How It Works
Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
Grow Your Wealth
Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.
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Introducing
The Zoe Wealth Platform
Quickly open and fund your investment accounts in just minutes. Traditional platforms take weeks.
Easily track your net worth to stay on top of your financial life.
Securely access and effortlessly monitor your investment portfolio.
The information in the visuals is for illustrative purposes only. It does not represent an actual user’s account, balance, or return.
The Value of a Great Advisor
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.
Feedback From Our Users
“Zoe Financial helped me find one within two days! I could not be happier or more grateful.”*
5.0
★★★★★ 5/5
“Partnering with Zoe has allowed us to onboard clients & deliver the best service in a frictionless way.”**
5.0
★★★★★ 5/5
“The quality of the referrals were top notch, the choices were good enough that the final decision was subjective.”*
4.9
☆☆☆☆☆ 4.9/5
* The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
** The endorsement was provided by an unaffiliated non-client. Zoe does not seek out endorsements, and all endorsements referenced are unsolicited. No compensation was provided for the endorsement however a conflict of interest does exist as this person is on the Zoe network as an available Advisor, and may be an option for clients to choose. This creates a conflict of interest because the advisor has financial incentive to speak highly of Zoe due to being compensated by clients who choose to work directly with them.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.