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.”
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.
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.