Zoe Monetary, a digital market designed to attach shoppers with extremely vetted fiduciary monetary advisors, introduced an thrilling partnership with Alchemist Wealth, a bunch of monetary planners and coaches aimed to empower ladies, dual-income {couples}, and households of colour.
Zoe Monetary & Alchemist Wealth
Zoe Monetary & Alchemist Wealth
NEW YORK, Sept. 23, 2021 (GLOBE NEWSWIRE) — Zoe Financial, a digital market designed to attach shoppers with extremely vetted fiduciary monetary advisors, introduced a significant partnership in the present day. Zoe’s meticulously curated community of impartial, fiduciary monetary advisors consists of solely the highest 5% within the nation. All advisors are vetted completely to make sure that they’re greatest at school and fiduciary.
By way of this community, you’ll now be capable of match with Alchemist Wealth Advisors, a black-owned Registered Impartial Advisory (RIA) agency specializing in equalizing entry to monetary planning.
Alchemist’s story is exclusive. The agency was based by Andrew and Fred Tudor, two brothers who’ve spent their complete grownup lives within the monetary trade. Because of this, they perceive the need of offering equal alternatives and data of wealth. They determined to assault the racial wealth hole in a singular means with 5 vital values in thoughts: freedom, household, integrity, relationships, and significant work.
“Zoe’s dedication to guaranteeing tailor-made and personalised service to each shopper is what aligns most with our mission,” mentioned Alchemist Wealth Co-Founder Andrew J. Tudor, CFP®, RICP®. “We goal to uncover our shoppers’ values, hopes, and fears as a way to create a really personalised plan. We offer the assist, steering, and accountability to attain your monetary objectives.”
CEO of Zoe Monetary Andres Garcia-Amaya is a agency believer in democratizing entry to monetary companies for folks of all backgrounds. “Being a Latino founder myself, supporting Black, Latinx and Native American founders is private. Alchemist Wealth’s mission and values align with our personal, and we’re enthusiastic about this partnership,” mentioned Andres.
Be taught extra about Zoe Monetary at www.zoefin.com.
Be taught extra about Alchemist Wealth at www.alchemistwealth.com.
About Zoe Monetary
Zoe Financial was based with one mission: to empower shoppers to make higher monetary choices. The corporate’s algorithm removes the friction from selecting a monetary advisor, providing a technology-driven market that gives matches primarily based in your distinctive monetary goals and connects you with Zoe Licensed Monetary Advisors throughout the US. Zoe’s thoughtfully curated community of one of the best impartial, fiduciary, commission-free monetary advisors and monetary planners consists of solely the highest 5% within the nation.
Contact: press@zoefin.com
Associated Photos
Image 1: Zoe Financial & Alchemist Wealth
Zoe Monetary & Alchemist Wealth
Zoe Monetary
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