How to find a personal financial advisor with Zoe

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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.

Why work with Zoe to Find an advisor?

If you want to avoid the stress of finding a financial advisor, Zoe might be the best option for you. Zoe Financial won NerdWallet’s Best Online Financial Advisor for 2022, 2023, and 2024!

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.

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.

Why should you get a financial advisor?

Financial advisors can cut through the noise and provide financial advice that’s tailored specifically to your needs. They can help you invest your money wisely, set your financial priorities, and navigate tricky financial decisions.

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.

Best Online Financial Advisor is a rating given by NerdWallet as a Best-Of Awards Winner for the calendar years '22, '23, & '24, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Zoe Financial did not compensate NerdWallet for the rating. Find more information on NerdWallet Awards and additional disclosures at zoefin.com/award-disclosures/.