Zoe Financial Online Financial Advisors Review

SERVICES

Zoe Financial's advisors can assist you with every aspect of your financial life, from retirement and estate planning to managing debt and planning for large purchases. When you visit the site, Zoe Financial will direct you to a form where you are asked a series of questions to determine what kind of financial advice you're looking for. This information will be used to match you with an advisor who has extensive experience with the topics you're interested in. Every question you answer narrows your options until you're left with the best three matches. You can reach out to these advisors when it's convenient for you or wait for them to contact you. When you find one you like, you can set up a time to meet that works best for both of you where you can discuss your finances in greater detail. Zoe’s service is complimentary until you decide to hire an advisor. 

If these three matches still do not feel like the best fit, you can contact Zoe’s Advisor Concierge Team, which will assist you in continuing your search until you find the right match. 

CREDENTIALS

Zoe Financial has a high vetting process and only admits advisors who truly act in their client’s best interest. Advisors in the Zoe network all carry appropriate credentials, like Certified Financial Planner (CFP) or Certified Public Accountant (CPA). The company also evaluates advisors' experience levels and ensures they are fiduciaries, which means they must act transparently for the client’s well-being. Finally, they dig deeper into their technical knowledge and evaluate the advisor’s communication skills and overall customer service. Each financial advisor will have their own set of qualifications, but this rigorous process ensures that whoever you're paired with has the knowledge and experience to assist you.

FEE STRUCTURE

Finding a financial advisor through Zoe Financial is complimentary until you hire an advisor. Once you find the right fit, fee structures depend on the advisor.  Ensure you understand the fee structures of each advisor you interview and, ultimately, the advisor you hire. Some companies may charge a flat fee, others charge by the hour, and some charge through assets under management (AUM) relationships. Don't hesitate to ask questions if there's anything you don't understand. Zoe prioritizes your peace of mind and emphasizes that you should feel comfortable with what you're signing up for before hiring an advisor.

ONLINE RESOURCES

You can always contact Zoe’s Concierge Team with any additional questions. Hop on a call, send an email, or even a text message. There are also online resources with basic financial information that might help give you more context on the type of service you seek. Browse through Zoe’s guides, get weekly updates on the market with Zoe’s Market Drama hosted by Founder & CEO Andres Garcia-Amaya, CFA, or subscribe to weekly email newsletters.  For specific questions about your financial situation, fill out the form and find a financial advisor who can give you personalized advice.

Contact Info: 

concierge@zoefin.com

(646) 680-9244

zoefin.com