Get matched to a financial advisor
Finding an advisor you trust doesn’t have to be a hassle. We've teamed up with Zoe Financial to deliver a one-of-a-kind advisor matching experience. Answer a few quick questions and get matched to vetted financial advisors in minutes.
How it works
“Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.”
“For those looking for a financial advisor Zoe Financial made it very user friendly and easy to use. Thanks to the team for all their help!”
“Phenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there.”
Find your best match
Advisor value determined by a Vanguard study***. Calculation assuming 5% annualized growth of 500k portfolio vs 8% annualized growth of advisor-managed portfolio over 25 years.