Where to Find a Financial Advisor
Where to Find a Financial Advisor
Where to Find a
Financial Advisor
The first step to growing your wealth can be deciding to hire a financial advisor.
Zoe is a frictionless solution to help you find and hire trustworthy financial advisors in minutes. Complete our form, see the top three advisor matches our algorithm finds for you, and schedule complimentary calls to meet them.
The best part is our concierge team will be by your side throughout the entire process of interviewing and choosing the best advisor for your needs.
The first step to growing your wealth can be deciding to hire a financial advisor.
Zoe is a frictionless solution to help you find and hire trustworthy financial advisors in minutes. Complete our form, see the top three advisor matches our algorithm finds for you, and schedule complimentary calls to meet them.
The best part is our concierge team will be by your side throughout the entire process of interviewing and choosing the best advisor for your needs.
The first step to growing your wealth can be deciding to hire a financial advisor.
Zoe is a frictionless solution to help you find and hire trustworthy financial advisors in minutes. Complete our form, see the top three advisor matches our algorithm finds for you, and schedule complimentary calls to meet them.
The best part is our concierge team will be by your side throughout the entire process of interviewing and choosing the best advisor for your needs.
Wealth planning is about creating unique goals for your financial life. At the end of the day, everyone has different priorities. Some prioritize their retirement, others prioritize their legacy planning, others their investments, others their taxes, and the list goes on and on.
Regardless of your financial goals, wealth planning will make taking action on these goals simultaneously much easier! Step one is laying out your priorities and goals; step two is finding someone you can trust to help you tackle them.
The benefits of wealth planning are endless. One of the most important ones is the personalization, confidence, support, and guidance you receive in the process. If you feel like you have too many financial priorities and need to pick and choose them, you’re wrong!
Wealth planning is about creating unique goals for your financial life. At the end of the day, everyone has different priorities. Some prioritize their retirement, others prioritize their legacy planning, others their investments, others their taxes, and the list goes on and on.
Regardless of your financial goals, wealth planning will make taking action on these goals simultaneously much easier! Step one is laying out your priorities and goals; step two is finding someone you can trust to help you tackle them.
The benefits of wealth planning are endless. One of the most important ones is the personalization, confidence, support, and guidance you receive in the process. If you feel like you have too many financial priorities and need to pick and choose them, you’re wrong!
What To Look For In a Financial Advisor
What To Look For In a Financial Advisor
Before you start looking for the right financial advisor, it’s important to narrow down the criteria for your search. Here are some factors to consider:
Before you start looking for the right financial advisor, it’s important to narrow down the criteria for your search. Here are some factors to consider:
Service Model
Determine if you’re looking for a holistic financial plan, someone to manage your investments or a combination of the two.
Determine if you’re looking for a holistic financial plan, someone to manage your investments or a combination of the two.
Compensation Structure
If you want a financial advisor who is committed to acting in your best interests, a commission-free investment advisor or financial planner who is paid directly by you may be the best choice.
If you want a financial advisor who is committed to acting in your best interests, a commission-free investment advisor or financial planner who is paid directly by you may be the best choice.
Location
Determine if it is necessary for you to be in the same city as your advisor. Keep in mind that technological advances, such as video conferencing, allow clients to build rapport with their advisors from the comfort of their homes.
Determine if it is necessary for you to be in the same city as your advisor. Keep in mind that technological advances, such as video conferencing, allow clients to build rapport with their advisors from the comfort of their homes.
Advisor Characteristics
Some investors only want to work with highly experienced advisors. Others, particularly millennials, often want to work with advisors who are in a similar life stage and share their preferences for communicating digitally. Do you have specific demographic requirements?
Some investors only want to work with highly experienced advisors. Others, particularly millennials, often want to work with advisors who are in a similar life stage and share their preferences for communicating digitally. Do you have specific demographic requirements?
Run a Background Check on A Potential Financial Advisor
Run a Background Check on A Potential Financial
Advisor
Run a Background Check on A
Potential Financial Advisor
Research their industry licenses and backgrounds on Investor.gov. You can use this site to view a detailed report on any licensed financial advisor. Entering a name will tell you if the advisor is a licensed investment advisor, broker, or both. It will also tell you where they currently work, where they worked in the past, their educational background, their licenses, and any situations in which they violated industry regulations.
If you look for an advisor through our form, you will see that all the advisors we partner with have been meticulously vetted through Zoe’s due diligence process.
Research their industry licenses and backgrounds on Investor.gov. You can use this site to view a detailed report on any licensed financial advisor. Entering a name will tell you if the advisor is a licensed investment advisor, broker, or both. It will also tell you where they currently work, where they worked in the past, their educational background, their licenses, and any situations in which they violated industry regulations.
If you look for an advisor through our form, you will see that all the advisors we partner with have been meticulously vetted through Zoe’s due diligence process.
Questions to Ask Your Financial Advisor
Questions to Ask Your Financial Advisor
Questions to Ask Your Financial Advisor
Is your firm a Registered Investment Advisor (RIA)?
Do you have a fiduciary obligation to your clients?
Is your firm independent?
How are you compensated?
Do you receive commissions or any other compensation from third parties?
In what circumstances do you serve as a fiduciary, and in what circumstances do you not?
Is your firm a Registered Investment Advisor (RIA)?
Do you have a fiduciary obligation to your clients?
Is your firm independent?
How are you compensated?
Do you receive commissions or any other compensation from third parties?
In what circumstances do you serve as a fiduciary, and in what circumstances do you not?
The last question is key. Most advisors get away with calling themselves a fiduciary because they can legally call themselves that, as long as they are a fiduciary some of the time. You wouldn’t go to a Doctor who only has your best interest in some events, but not others. You deserve an advisor you can trust all the time.
The last question is key. Most advisors get away with calling themselves a fiduciary because they can legally call themselves that, as long as they are a fiduciary some of the time. You wouldn’t go to a Doctor who only has your best interest in some events, but not others. You deserve an advisor you can trust all the time.
How To Find Financial Advisors Through Zoe
How To Find Financial Advisors Through Zoe
How To Find Financial Advisors Through Zoe
Finding a financial advisor alone can be daunting and time-consuming. At Zoe, we make it easy to find the right financial advisor for you. Through an interactive quiz, we give you access to vetted fiduciary financial advisors in your local area and across the country, allowing you to find the best advisor for your specific financial needs.
Finding a financial advisor alone can be daunting and time-consuming. At Zoe, we make it easy to find the right financial advisor for you. Through an interactive quiz, we give you access to vetted fiduciary financial advisors in your local area and across the country, allowing you to find the best advisor for your specific financial needs.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved