What is a robo-advisor?
A robo-advisor is a fancy term for an advisor that automates the process of financial planning.
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Billy Desai, MBA, CFA
Analog Capital Partners
Justin Farris, CFP®
Farris Capital Management
David Stix, CFA®
CAPTRUST
The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.