Dec 21, 2021 11:20 EST
December 21, 2021 (Newswire.com) –
Zoe, a digital wealth platform that connects clients with independent, fiduciary financial advisors, announced a new firm joining its selective advisor Network. Prior to partnering with Zoe Financial, registered independent advisors (RIAs) must go through a rigorous vetting process that Zoe uses to ensure that clients are only connected with the top 5% of advisors countrywide. Zoe’s partners are highly qualified financial advisors who offer personalized service and always act in the clients’ best interests.
The latest RIA partner that Zoe is welcoming into the Network is Commas, a financial advisory that provides fee-only service to clients. Their value proposition lies mainly in servicing the everyinvestor, a segment that usually doesn’t fit the standards set by traditional high-net-worth…