* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here.
How It Works
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Complete our short quiz. Human experts, plus powerful technology, handpick the advisors
best suited to your unique situation.
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Connect with top wealth advisors you're interested in and find the best fit for you.
Grow Your Wealth
Build a relationship with a trusted expert who works for you.
Nationwide
Advisor Network
Only the most qualified aligned-interest advisors receive the Zoe Seal of Approval.
Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.
A good wealth advisor can increase your returns by as much as 3% yearly.
Vanguard
The Highest Standard of Trust
Our due diligence process makes sure you work with meticulously curated fiduciaries, financial advisors, and financial planners. Meaning you only work with the best of the best.
Credentials & Education
We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) move to the next step.
Experience
Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.
Unbiased & Transparent
Zoe Advisors must act in your best interest. Only those who are unbiased and don’t overcharge their clients move to the next step.
Investment
Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.
Financial Planning
We interview advisors to evaluate their communication and interpersonal skills, as well as the overall client experience they offer.
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Real wealth planning should pay off today, and in 10 years’ time.
