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The right advisor can transform your future
Find a financial advisor you can trust in minutes. Use Zoe Financial’s free service to find, hire, and invest with vetted fiduciary financial advisors nationwide.
on Zoe Financial's website
Why work with Zoe to Find an advisor?
They partner with a wide range of highly vetted and diverse fiduciaries, which means getting matched with the right advisor for you is easy.
With Zoe, you’re not just a number. They look at much more than just your net worth and location to curate your advisor matches.
Finding advisor matches with Zoe has no cost. Even better, the advisors you can get matched with offer a wide variety of services including retirement planning and investing, tax strategy, buying a home, and understanding stock options.
on Zoe Financial's website
How it works
Answer a few questions
Personalize your advisor matches based on your goals, financial situation, and unique preferences.
Get matched with an advisor
Complete Zoe’s short quiz and with the click of a button, instantly receive the top three advisors for you.
Connect with your advisor
Confirm your contact information to schedule free intro calls directly on your advisor matches’ calendars.
Varies by Advisor (free initial consultation)
$150,000
3-Month Satisfaction Guarantee
Pros
- Makes it easy to find a financial advisor.
- Network of financial advisors offer a wide range of planning services.
- No fee for using Zoe Financial to find an advisor.
Cons
- Difficult to know financial advisor fees upfront.
Why We Like It
Zoe Financial isn't actually a financial advisory firm — the company connects clients to financial advisors. Zoe advisors are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.Why should you get a financial advisor?
Save time: Financial advisors are dedicated to navigating complex subjects, like tax strategies, estate planning, or investment strategies, saving you a lot of time in research and education.
Save money: A good financial advisor can save you money by helping you cut costs, invest smarter, and better plan for the future.
Gain confidence: With their objective and experienced assessment of your financial situation and options, a financial advisor can help you feel more secure in your financial situation, which can be priceless.
Find a financial advisor with Zoe
Answer five quick questions to see your personalized matches.
on Zoe Financial's website
