INTRODUCING ADVISORMATCH

Get matched to a financial advisor

Finding an advisor you trust doesn’t have to be a hassle. We've teamed up with Zoe Financial to deliver a one-of-a-kind advisor matching experience. Answer a few quick questions and get matched to vetted financial advisors in minutes.

How it works

Take our 1 minute quiz

Answer a few questions to get personalized advisor matches.

Evaluate your matches

Meet with the certified professionals who fit your budget and needs.

Hire your ideal advisor

Start growing your wealth with an advisor you can trust.

Take our 1 minute quiz

Answer a few questions to get personalized advisor matches.

Evaluate your matches

Meet with the certified professionals who fit your budget and needs.

Hire your ideal advisor

Start growing your wealth with an advisor you can trust.

Client reviews

“Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.”

“For those looking for a financial advisor  Zoe Financial made it very user friendly and easy to use. Thanks to the team for all  their help!”

“Phenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there.”

Find your best match

You’ll only be matched with vetted financial advisors thanks to Zoe’s rigorous selection process. There are over 2,700 advisors available nationwide with the expertise you need to reach your goals.

Working with an advisor can boost your return by up to 3% or more on average

25-Year Investment

Advisor value determined by a Vanguard study***. Calculation assuming 5% annualized growth of 500k portfolio vs 8% annualized growth of advisor-managed portfolio over 25 years.

95%

say it’s worth the money

The majority of Americans with a financial advisor think it’s worth the cost.*

73%

feel confident their savings will last

After working with a professional, most people feel reassured their retirement savings will last their lifetime.**

50%

overestimate the cost of an advisor

Financial advisors use a wide range of pricing models like fee-for-assets and hourly rates.*

Saving for a home

Navigate one of life’s biggest expenses with expert support.

Life and family planning

Manage your finances proactively to keep up with every family milestone.

Tax management

Optimize your filing to find tax breaks suited for your income.

Managing investments

Plan a portfolio that meets your desired goals and risk tolerance.

Retirement planning

Come up with a retirement plan you can stick to that grows with time.

Navigating a windfall

Plan out your next steps if you find yourself with newly acquired capital.