Find Your Wealth Advisor

You deserve to work with the top wealth advisors in the U.S. to grow your wealth.

Find A Wealth Advisor
Zoe Financial | Find an Advisor | WSJ Feature
Zoe Financial | Find an Advisor | Forbes Feature
Zoe Financial | Find an Advisor | NYT Feature
Zoe Financial | Find an Advisor | CNBC Feature
Zoe Financial | Find an Advisor | CNN Money Feature
Zoe Financial | Find an Advisor | Business Insider Feature
Zoe Financial | Find an Advisor | ThinkAdvisor Feature
FC-ZF
NW-ZF

* 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.

Zoe Financial | Nerdwallet
Zoe Financial | Morningstar
Zoe Financial | WSJ
Zoe Financial | New York Times
Zoe Financial | Think Advisor
Zoe Financial | CNBC
Zoe Financial | Business Insider
Zoe Financial | CNN Money

Wealth management is all about creating unique goals and solutions for you and your life. Whether you’ve already saved your first million on your own, have come into some money, or starting a new family, it’s never too early or too late to find the right financial advisor.

Think of your wealth advisor as a trusted guide who provides personalized solutions for reaching your life goals. The right wealth advisor is a partner on your financial journey through career changes, buying a home, divorce, retirement planning, and whatever other life events you might be going through.

Working with a wealth advisor improves financial habits, builds confidence, and provides peace of mind for investors. Aside from the psychological benefits, there are proven monetary benefits, as well. Find your certified wealth advisor today. 

How It Works

Get Matched

Our algorithm handpicks the wealth advisor best suited to your unique situation.

Have a Conversation

Connect with your wealth advisor matches and find the right one for you.

Start Your Growth

Build a relationship with a trusted expert and grow your wealth.

Nationwide Advisor Network

We can connect you with the best wealth advisors across the United States.

  • Experienced
  • Fiduciary
  • No sales
Find My Wealth Advisor Apply As Advisor
Find My Wealth Advisor Apply As Advisor

The Value of a Wealth Advisor

$498,232 No Advisor
$837,381 With Advisor
30 Year Investment
i

A good financial planner can increase your returns by as much as 81%

Vanguard

The Highest Standard of Trust

Our due diligence process only approves the top 5% of wealth advisors. This means you only work with the best of the best.

Credentials & Education

We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Advisors without the required designation are excluded.

Experience

With experience comes knowledge. We ensure that every advisor in our network has in-depth expertise.

Ethical Assessment

All advisors are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.

Quantitative Assessment

We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.

Qualitative Assessment

We assess their communication skills and overall client experience.

Ready to Grow Your Wealth?

Let us connect you with the most qualified wealth planners

Find My Advisor

Recent Blogs

Explore More