What is a robo-advisor?
A robo-advisor is an automated investment manager that simplifies the investing process — and costs much less than a financial advisor.
4 min read
Find a financial advisor near you
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
6 agents found - Take our quiz to see our full list of certified advisors in your area.
Ross Anderson, CFP®
Craftwork Capital
Expertise
Investment Management
Expertise
Investment Management
AUM
$54M
Experience
22 years
Pricing
AUM, Flat Fee Retainer, One-Time
Daniel Messeca, CFP®
Craftwork Capital
Expertise
Investment Management
Expertise
Investment Management
AUM
$54M
Experience
12 years
Pricing
AUM, Flat Fee Retainer, One-Time
Matt Trogdon, CFP®
Craftwork Capital
Expertise
Investment Management
Expertise
Investment Management
AUM
$54M
Experience
10 years
Pricing
AUM
Kevin Ostergaard, CFP®, CIMA®, ChFC®
CW Advisors
Expertise
Investment Management
Expertise
Investment Management
AUM
$446M
Experience
8 years
Pricing
AUM
Dee Northern, CFP®
Capasso Planning Partners
Expertise
Investment Management
Expertise
Investment Management
AUM
$333M
Experience
7 years
Pricing
AUM
Nicholas Mellone, CFP®, CAIA
CAPTRUST
Expertise
Investment Management
Expertise
Investment Management
AUM
$852B
Experience
11 years
Pricing
AUM
What are people saying about Zoe advisors?
"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.
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