You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary, financial advisors.
Find a Financial Advisor
You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary financial advisors to help you grow your wealth.
You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary financial advisors to help you grow your wealth.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
Grow Your Wealth
with a Financial Advisor
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
Disclosure: *FinTech Breakthrough and Zoe Financial are not affiliated. The 2025 FinTech Breakthrough Awards recognize innovation in financial technology across multiple categories. Award recipients are selected based on industry impact and innovation. Zoe Financial did not pay for inclusion in the awards. For more details, visit FinTechBreakthrough.com. ThinkAdvisor and Zoe Financial are not affiliated. Zoe Financial did not pay for inclusion in the awards, however, Zoe Financial did pay for the promotion rights of the award badges. For more details, visit https://event.thinkadvisor.com/luminaries-awards/. Best Online Financial Advisor is a rating given by NerdWallet 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, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Find more information and additional disclosures https://zoefin.com/award-disclosures/. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
***The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
Disclosure: *FinTech Breakthrough and Zoe Financial are not affiliated. The 2025 FinTech Breakthrough Awards recognize innovation in financial technology across multiple categories. Award recipients are selected based on industry impact and innovation. Zoe Financial did not pay for inclusion in the awards. For more details, visit FinTechBreakthrough.com. ThinkAdvisor and Zoe Financial are not affiliated. Zoe Financial did not pay for inclusion in the awards, however, Zoe Financial did pay for the promotion rights of the award badges. For more details, visit https://event.thinkadvisor.com/luminaries-awards/. Best Online Financial Advisor is a rating given by NerdWallet 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, however Zoe does have a referral agreement with NerdWallet which creates a conflict of interest. Find more information and additional disclosures https://zoefin.com/award-disclosures/. + The preceding endorsements were provided by non-clients of Zoe Financial. No compensation was provided for these endorsements. These endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience.
***The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
1. Answer a Few Questions
Complete our 2-minute quiz to review your advisor matches.
1. Answer a Few Questions
1. Answer a Few Questions
Complete our 2-minute quiz to review your advisor matches.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
1. Answer a Few Questions
Complete our 2-minute quiz to review your advisor matches.
1. Answer a Few Questions
Complete our 2-minute quiz to review your advisor matches.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's balance, or return.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
2. Schedule a Complimentary Call
Interview vetted advisors to find your best fit.
3. Grow Your Wealth
Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.
3. Grow Your Wealth
3. Grow Your Wealth
Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
3. Grow Your Wealth
Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.
3. Grow Your Wealth
Open and fund investment accounts in minutes to start working with your advisor in the Zoe Wealth Platform.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return.
The Value of a Great Advisor
The Value of a Great Advisor
Working with an advisor can add as much as 3% more to your annual returns.*
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. Nothing within the article, or related to the returns within the study are indicative of any returns generated by advisors on the Zoe Network.
*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. Nothing within the article, or related to the returns within the study are indicative of any returns generated by advisors on the Zoe Network.
Feedback From Other Users
Feedback From Other Users
Feedback From Other Users
Michael
5.0 ★★★★★
“Found a great financial advisor through Zoe. We are very satisfied with the help we received.”
Mary
5.0 ★★★★★
“(Zoe's team was) patient and I ended up with a great match! Six months with my financial advisor and could not be happier.”
Joseph
5.0 ★★★★★
“Impressed with everyone’s professionalism and attention to detail. It's made my experience much easier.”
The preceding testimonial was provided by an actual user of the Zoe Financial advisor matching service (Michael - 11/22/2024), (Mary - 03/12/2024), and (Joseph - 09/05/2024). No compensation was provided for the testimonial. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all users will have the same experience. Zoe Financial and Trust Pilot are not affiliated. Image for illustrative purposes.
More than Reviews:
A Smart Way to Find the Right Advisor
More than Reviews:
A Smart Way to Find the Right Advisor
More than Reviews:
A Smart Way to Find the Right Advisor
Get Matched Based On Your Goals and Questions that
Matter to You
Zoe is here to help you find financial advisors you can trust, not manage your money or place you into a one-size-fits-all model portfolio. Our advisor matching service is built to connect you with highly vetted independent financial advisors who act as fiduciaries.
With Zoe, you’re not browsing an endless advisor directory and hoping for the best. You’re getting guided matches to advisors whose experiences align with what you’re looking for, whether that’s retirement planning, tax & account strategy, or legacy & estate planning. And because fit isn’t just about an advisor’s credentials, we also match based on communication style, planning approach, and portfolio size.
Get Matched Based On Your Goals and Questions that Matter to You
If you’re unsure where to start, our process is designed to help you clarify your financial needs before we connect you with advisors. Your goals could include planning for retirement income, navigating wealth transitions like an inheritance or business sale, building a plan around family and legacy, or tightening up risk exposure and protection as life changes.
Not sure how to evaluate an advisor once you meet them? We’ll help you understand how to choose an advisor, what to ask in the first conversation, and how to compare the approaches of different advisors. We’ll walk you through advisor fee models, such as fee-only vs. fee-based structures, and what it means to work with a fiduciary financial advisor.
Ready for the next step? Check out our personal finance articles for a headstart and fill out our form to get matched with vetted advisors who specialize in the areas important to you.
Private Labeling
Zoe is here to help you find financial advisors you can trust, not manage your money or place you into a one-size-fits-all model portfolio. Our advisor matching service is built to connect you with highly vetted independent financial advisors who act as fiduciaries.
With Zoe, you’re not browsing an endless advisor directory and hoping for the best. You’re getting guided matches to advisors whose experiences align with what you’re looking for, whether that’s retirement planning, tax & account strategy, or legacy & estate planning. And because fit isn’t just about an advisor’s credentials, we also match based on communication style, planning approach, and portfolio size.
If you’re unsure where to start, our process is designed to help you clarify your financial needs before we connect you with advisors. Your goals could include planning for retirement income, navigating wealth transitions like an inheritance or business sale, building a plan around family and legacy, or tightening up risk exposure and protection as life changes.
Not sure how to evaluate an advisor once you meet them? We’ll help you understand how to choose an advisor, what to ask in the first conversation, and how to compare the approaches of different advisors. We’ll walk you through advisor fee models, such as fee-only vs. fee-based structures, and what it means to work with a fiduciary financial advisor.
Ready for the next step? Check out our personal finance articles for a headstart and fill out our form to get matched with vetted advisors who specialize in the areas important to you.
Private Labeling
Zoe is here to help you find financial advisors you can trust, not manage your money or place you into a one-size-fits-all model portfolio. Our advisor matching service is built to connect you with highly vetted independent financial advisors who act as fiduciaries.
With Zoe, you’re not browsing an endless advisor directory and hoping for the best. You’re getting guided matches to advisors whose experiences align with what you’re looking for, whether that’s retirement planning, tax & account strategy, or legacy & estate planning. And because fit isn’t just about an advisor’s credentials, we also match based on communication style, planning approach, and portfolio size.
Get Matched Based On Your Goals and Questions that
Matter to You
If you’re unsure where to start, our process is designed to help you clarify your financial needs before we connect you with advisors. Your goals could include planning for retirement income, navigating wealth transitions like an inheritance or business sale, building a plan around family and legacy, or tightening up risk exposure and protection as life changes.
Not sure how to evaluate an advisor once you meet them? We’ll help you understand how to choose an advisor, what to ask in the first conversation, and how to compare the approaches of different advisors. We’ll walk you through advisor fee models, such as fee-only vs. fee-based structures, and what it means to work with a fiduciary financial advisor.
Ready for the next step? Check out our personal finance articles for a headstart and fill out our form to get matched with vetted advisors who specialize in the areas important to you.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
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.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
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.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
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.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
In certain situations, you may be required to disclose that the content was “generated by AI.” Please confirm any specific disclosure or labelling requirements with Compliance.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2025 Zoe Financial, Inc. | All rights reserved