Zoe Financial is a technology-driven financial services platform that connects individuals with trusted, vetted fiduciary financial advisors. Specializing in personalized wealth planning, Zoe Financial streamlines the advisor selection process by matching clients with advisors tailored to their unique financial goals, life stage, and values. The firm focuses on transparency and fiduciary responsibility, ensuring its network of advisors always acts in the best interest of the client. Zoe sets itself apart by leveraging innovative algorithms and client reviews to facilitate optimal matches based on advisor expertise, cost structure, and client needs.

Catering to a wide range of individuals—including professionals, families, and retirees—Zoe Financial emphasizes education and empowerment, offering tools and resources that promote financial literacy. The company only works with advisors who have been rigorously vetted based on experience, credentials, and ethical standards. Customizable financial planning, investment management, and retirement readiness are hallmarks of their services, ensuring clients achieve peace of mind throughout their financial journeys. As a modern solution in wealth management, Zoe Financial puts clients first, offering flexible and remote advisor access across the United States.

Website: https://www.zoefin.com/

Key Services:

– Financial advisor matching tailored to client needs
– Personalized wealth and retirement planning
– Investment management through fiduciary partners
– Retirement income and tax planning strategies
– Advisor vetting and credential verification
– Ongoing financial education and digital tools for clients