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GROW YOUR WEALTH
WITH A TRUSTED ADVISOR

You deserve an advisor you can trust. Find, hire, and invest with vetted,
fiduciary financial advisors. 

Find An Advisor
Log In




GROW YOUR WEALTH
WITH A TRUSTED ADVISOR

You deserve an advisor you can trust. Find, hire, and invest with vetted,
fiduciary financial advisors. 

Find An Advisor
Log In



GROW YOUR WEALTH
WITH A TRUSTED ADVISOR

You deserve an advisor you can trust. Find, hire, and invest with vetted,
fiduciary financial advisors. 

Find An Advisor
Log In




GROW YOUR WEALTH
WITH A TRUSTED ADVISOR

You deserve an advisor you can trust.
Find, hire, and invest with vetted, fiduciary financial advisors.

Find An Advisor
Log In





HOW IT WORKS


HOW IT WORKS


HOW IT WORKS

Answer a Few Questions

Complete our 2 minute quiz to review your top advisor matches.


Answer a Few Questions
Complete our 2 minute quiz to review
your top advisor matches.


Answer a Fes Questions

Complete our 2 minute quiz to review your top advisor matches.

Quickly open and fund your investment accounts in just minutes. Traditional
platforms take weeks.

Answer a Few Questions
Complete our 2 minute quiz to review
your top advisor matches.

Answer a Few Questions

Complete our 2 minute quiz to review your top advisor matches.


Schedule A Complimentary Call

Interview vetted advisors to find the best fit.

Quickly open and fund your investment accounts in just minutes. Traditional
platforms take weeks.

Grow Your Wealth
Open and fund an investment account
in minutes to start working with your advisor in the Zoe Wealth Platform.
Schedule A Complimentary Call

Interview vetted advisors to find the best fit.

Quickly open and fund your investment accounts in just minutes. Traditional
platforms take weeks.

Schedule A Complimentary Call
Interview vetted advisors to find
the best fit.

Grow Your Wealth
Open and fund an investment account
in minutes to start working with your advisor in the Zoe Wealth Platform.
Schedule A Complimentary Call

Interview vetted advisors to find the best fit.

Quickly open and fund your investment accounts in just minutes. Traditional
platforms take weeks.

Schedule A Complimentary Call
Interview vetted advisors to find
the best fit.

Grow Your Wealth
Open and fund an investment account
in minutes to start working with your advisor in the Zoe Wealth Platform.
Grow Your Wealth
Open and fund an investment account in minutes to start working
with your advisor in the Zoe Wealth Platform.

Grow Your Wealth
Open and fund an investment account in minutes to start working
with your advisor in the Zoe Wealth Platform.

Grow Your Wealth
Open and fund an investment account in minutes to start working
with your advisor in the Zoe Wealth Platform.


Already have an advisor? Log In

Already have an advisor? Log In

Already have an advisor? Log In


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 portfolio performance.

Log In


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 portfolio performance.

Log In



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 portfolio performance.

Log In



THE VALUE OF A GREAT ADVISOR

Working with an advisor can add as much as 3% more to your annual returns.




THE VALUE OF A GREAT ADVISOR

Working with an advisor can add as much as 3% more to your annual returns.



25-Year Investment**

25-Year Investment**



THE VALUE OF A GREAT ADVISOR

Working with an advisor can add as much as 3% more to your annual returns.



25-Year Investment**


“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

“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.

“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 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.


READY TO GROW YOUR WEALTH?

Find An Advisor


READY TO GROW YOUR WEALTH?

Find An Advisor


READY TO GROW
YOUR WEALTH?

Find An Advisor

* 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. **Assuming 5% annualized growth of 500k
portfolio vs 8% annualized growth of advisor-managed portfolio over 25 years.
***“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. These endorsements
do not guarantee a level of success, nor do they guarantee that all clients will
have the same experience.

* 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. **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. ***“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. These endorsements do not guarantee a level of success, nor
do they guarantee that all clients will have the same experience.

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.

Find An Advisor



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