Jan 13, 2022 13:55 EST
January 13, 2022 (Newswire.com) –
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests.
Vincere Wealth Management is among the registered independent advisory firms (RIA) that have been admitted into the selective Zoe Network. Founded with the purpose of helping clients simplify the complexity of their finances, Vincere manages over $27 million for more than 200 clients across the country. Vincere’s advisors want to help their clients live their best life and create a work optional lifestyle, all through better financial decisions.
The firm approaches financial planning as a…