Find Your Financial Planner

Let us connect you with an independent, fee-only financial planner to help you create an active, purposeful relationship with your money

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How It Works

Get Matched

Our algorithm hand picks the financial planner best suited to your needs.

Have a Conversation

Connect with your matches and find the right financial planner for you.

Start Your Growth

Build a relationship with a trusted expert and secure your financial future.

Nationwide Planner Network

Hundreds of financial planners are part of the Zoe network. All of our planners are vetted and Zoe Certified.

  • Experienced
  • Fiduciary
  • No sales
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Find My Planner Join As Planner

The Value of a Planner

$498,232 No Financial Planner
$837,381 With Financial Planner
30 Year Investment
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A good financial planner can increase your returns by as much as 81%

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Pedigree of Trust

Our due diligence process only approves the top 5% of planners after screening.
This means you only look at the best of the best.

Credentials & Education

We separate planners 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 planner in our network has in-depth expertise.

Unbiased & Transparent

All planners 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 Get Started?

Real financial planning should pay off today. Not in 10 years time

Find My Planner

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