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The information in the visuals above is for illustrative purposes only and does

not represent an actual user's account, balance, or return.

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The Value of a Great Advisor

Working with an advisor can add as much as 3% more to your annual returns.*

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*Assuming 5% annualized hypothetical growth of 500k portfolio vs 8% hypothetical annualized growth of advisor-managed portfolio over 25 years. Source: Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, July 2022.  Nothing within the article, or related to the returns within the study are indicative of any returns generated by advisors on the Zoe Network.

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  • "Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!"

    Katie Galbraith - Sep 24, 2025

  • Zoe Financial helped me find great financial advisors and Preston was really helpful in making sure the process was easy and that I had more than one option to choose from. He was attentive and friendly and easy to work with...

    Dawne Eng - Jun 28, 2025

  • Quick and easy process, well-informed financial advisors available in their roster. Several follow-ups during the process and after-sales care.

    KG - May 10, 2025

  • Zoe Financial made the process of finding a Financial Consultant so easy. From setting up appts and following up with calls and emails. I highly recommend them.

    Holly Prinz - May 9, 2025

  • Beyond my imagining! I have had two negative experiences with advisors, and I am now confident I'm with the right person for my needs. They set up two interviews, and both were professional. One was exceptional! I completed my "intake" today. All good.

    Michael Walsh - Apr 8, 2025

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