Zoe is a wealth platform that connects you with the right fiduciary, trustworthy, credentialed, and experienced wealth advisors near you. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

The job of a financial advisor is to help individuals achieve their goals by advising them on investing, budgeting, and saving, among other things. Because financial advisors guide the individual in their financial decisions and investments, it’s important that they are trustworthy. One indication that you can fully trust your financial advisor is if they are a fiduciary.

Most advisors get away with calling themselves a fiduciary because they legally can call themselves that as long as they are a fiduciary some of the time. We feel that’s disingenuous. You wouldn’t go to a Doctor who only has your best interest in some events, but not others. You deserve better.