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Legacy Credit Union is proud to partner with Zoe Financial.
Legacy Credit Union is proud to partner with Zoe Financial.
Connect with a highly vetted, pre-qualified financial advisor.
Answer a few questions and we’ll find the best for you
How old are you?
How to find an advisor
How to find an advisor
Answer six simple
questions
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little bit better.
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See the Zoe-recommended
advisors for you.
Meet and interview advisors
Connect with advisors. Choose the one that feels right for you.
How Zoe Makes Finding An Advisor Easy
How Zoe Makes Finding An Advisor Easy
We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide cookie-cutter financial plans and high-fee investment management services. They earn fat commissions for pushing products and insurance, despite it not always being in their clients’ best interests.
You deserve better. The best rated financial advisors used to be reserved only for the ultra-wealthy. Zoe changes that. Our matching algorithm connects you with the best advisors based on your goals and preferences so that you can choose the one that feels right for you.
All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States. Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and actually deliver value and peace of mind.
We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide cookie-cutter financial plans and high-fee investment management services. They earn fat commissions for pushing products and insurance, despite it not always being in their clients’ best interests.
You deserve better. The best rated financial advisors used to be reserved only for the ultra-wealthy. Zoe changes that. Our matching algorithm connects you with the best advisors based on your goals and preferences so that you can choose the one that feels right for you.
All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States. Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and actually deliver value and peace of mind.
Is It Time To Hire An Advisor?
Is It Time To Hire An Advisor?
Regardless of your financial situation, an experienced advisor can help you create a wealth plan that brings you closer to your goals. Some of the key moments to find wealth advice are:
Regardless of your financial situation, an experienced advisor can help you create a wealth plan that brings you closer to your goals. Some of the key moments to find wealth advice are:
Planning for Retirement
Will your money decisions today take you to the life you want to live in the future?
Managing Investments
Is your portfolio aligned with your values, risk tolerance, and expected returns?
Life & Family Changes
Are you financially ready to grow your family or get divorced?
Planning for Retirement
Will your money decisions today take you to the life you want to live in the future?
Managing Investments
Is your portfolio aligned with your values, risk tolerance, and expected returns?
Life & Family Changes
Are you financially ready to grow your family or get divorced?
Managing a Windfall
What is the most strategic way to use your newly acquired money?
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Home Purchase
Do you know the best ways to address one of life’s biggest investments?
Managing a Windfall
What is the most strategic way to use your newly acquired money?
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Home Purchase
Do you know the best ways to address one of life’s biggest investments?
What To Evaluate When Interviewing Advisors
Zoe qualifies advisors to ensure you only meet with those who are unbiased, transparent, and act in your best interests. When interviewing your potential advisors, evaluate them to make sure
- You feel comfortable with them
- They show interest in your unique situation
- You see yourself working with them in the long term
- Their fee structure aligns with your needs
- Their experience and expertise align with your expectations
- They don’t push products and services
- They don’t promise you will beat the market
What To Evaluate When Interviewing Advisors
Zoe qualifies advisors to ensure you only meet with those who are unbiased, transparent, and act in your best interests. When interviewing your potential advisors, evaluate them to make sure
- You feel comfortable with them
- They show interest in your unique situation
- You see yourself working with them in the long term
- Their fee structure aligns with your needs
- Their experience and expertise align with your expectations
- They don’t push products and services
- They don’t promise you will beat the market
Ready to Grow Your Wealth?
Let us connect you with the best financial advisor near you
Ready to Grow Your Wealth?
Let us connect you with the best financial advisor near you