Zoe Announces Partnership with Forum Financial Management | Your money



NEW YORK, December 10, 2021 (GLOBE NEWSWIRE) – Zoe, a digital wealth management platform that connects clients with financial fiduciary advisers, has announced a new partner joining its exclusive network of advisers. Zoe has a rigorous verification process that ensures clients are meticulously connected only with wealth managers among the richest 5% in the country. Zoe’s RIA partners are characterized by the high quality, personalized and impartial advice they provide to their clients.

To continue transforming the wealth management experience, Zoe recently partnered with Forum Financial Management, an RIA that uses a client-centric consultative approach to create comprehensive wealth management plans aligned with risk tolerance, to the life stage and financial goals of each client. Forum was named one of the top 300 RIAs in the country by the Financial Times 2020 report.

Forum’s commitment to the long-term goals of its clients is remarkable. Progress is measured holistically, encompassing both investment account performance and progress toward personal financial goals. Their dedicated team of experienced advisors have decades of wealth management experience and their personal approach begins with understanding the hopes and dreams that each client places at the center of their financial life. Registered in 2009, Forum has helped over 4,000 clients and has managed over $ 6 billion in assets under management for them. Customers will now be able to connect with Forum Financial advisers via the Zoe network.

“We believe holistic wealth management is the best approach to help clients achieve their long term goals. We are excited to be working with Zoe Financial Network to help more people and their families achieve their life goals by making better financial decisions, ”said Jonathan Rogers, CFP®, Co-Manager at Forum.

“Since we founded Zoe, we have been committed to putting our clients in touch only with the best advisors in the country. Partnering with RIAs such as Forum Financial Management makes sense, fundamentally we share the belief that hiring “A financial advisor is built on trust, integrity, and trust. We are delighted that clients can now connect and start working with them through our network,” said Andres Garcia-Amaya, Founder and CEO of Zoe Financial on the recent partnership.

Learn more about Zoe at www.zoefin.com.

Learn more about Forum Financial at https://www.forumfin.com/.

About Zoe

Zoe was founded with a mission: to empower consumers to make better financial decisions. The company’s algorithm takes the friction out of choosing a financial advisor, delivering a technology-driven marketplace that delivers matches based on your unique financial goals and connects you with Zoe Certified Financial Advisors across the channels. United States. Zoe’s carefully curated network of independent financial advisers, trustees and financial planners includes only the richest 5% in the country.

Contact: [email protected]

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