I was matched with a financial planner with Zoe Financial over 2 years ago. The experience was great and they provided several good options for interviews. The fee structure was very clear and reasonable. The advisor I chose has been fantastic and meets with me quarterly to discuss all my investments, taxes and life planning strategies. Met with my advisor today and he is doing very well with my returns. I would recommend Zoe and their advisors to anyone that wants an independent advisor not tied to selling you their products.
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Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology.
Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.
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