Grow & Protect Your Wealth
Find the best wealth managers for Wharton Alumni
What’s your age?
Grow & Protect Your Wealth
Find the top wealth managers for Wharton Alumni
What’s your age?
How To Find An Advisor
How To Find An Advisor
About Zoe
Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
Prior to founding Zoe Financial, Andres Garcia-Amaya (CEO & Founder) was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets. He is a CFA charter holder. Andres obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.
Best Online Financial Advisor 2022
Series A Led by Softbank
Most Innovative Companies 2022
Zoe Certified
Advisors
Assets Under Administration (AUA)
About Zoe
Zoe is a wealth platform that connects you with the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of financial advisors and wealth managers in the United States.
Prior to founding Zoe Financial, Andres Garcia-Amaya (CEO & Founder) was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets. He is a CFA charter holder. Andres obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.
Most Innovative Companies 2022
Best Online Financial Advisor 2022
Series A led by Softbank
Zoe Certified Advisors
Assets Under Administration (AUA)
Is It Time To Hire A Wealth Manager?
An advisor can create a wealth plan to bring you closer to your goals. Work with a wealth manager to:
Manage a Windfall
What is the most strategic way to use your newly acquired money?
Manage 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?
Plan for Retirement
Will your money decisions today take you to the life you want to live in the future?
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?
Is It Time To Hire An Advisor?
An experienced advisor can create a wealth plan to bring you closer to your goals. Work with a financial advisor to:
Tax Planning
Is your current strategy effectively minimizing how much you pay in taxes?
Manage Investments
Is your portfolio aligned with your values, risk tolerance, and expected returns?
Plan for Retirement
Will your money decisions today take you to the life you want to live in the future?
Manage a Windfall
What is the most strategic way to use your newly acquired money?
Life & Family Changes
Is your children's future safely guarded? Are you financially protected in case of divorce?
Home Purchase
Do you know the best ways to address biggest investment like second home purchases?
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 high-fee investment management services. They earn fat commissions for pushing products and insurance, even when that is not in your best interests.
You deserve better. 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.
Interview premier advisors who lead with financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and deliver value and peace of mind.
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 high-fee investment management services. They earn fat commissions for pushing products and insurance, even when that is not in your best interests.
You deserve better. 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.
Interview premier advisors who lead with financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and deliver value and peace of mind.
What To Evaluate When Interviewing Advisors
- ○ 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
- ○ They don’t push products and services
- ○ They don’t promise you will beat the market
What To Evaluate When Interviewing Advisors
- ○ You feel comfortable with them
- ○ They show interest in your unique situation
- ○ You can picture working with them long-term
- ○ Their fee structure aligns with your needs
- ○ They don’t push products and services
- ○ They don’t promise you will beat the market