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Zoe Monetary, a digital market designed to attach shoppers with extremely vetted fiduciary monetary advisors, introduced an thrilling partnership with Alchemist Wealth, a gaggle of monetary planners and coaches aimed to empower ladies, dual-income {couples}, and households of coloration.
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 as we speak. 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 finest in school and fiduciary.
By this community, you’ll now have the ability to match with Alchemist Wealth Advisors, a black-owned Registered Unbiased 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 whole grownup lives within the monetary business. 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 novel manner with 5 vital values in thoughts: freedom, household, integrity, relationships, and significant work.
“Zoe’s dedication to guaranteeing tailor-made and customized service to each consumer is what aligns most with our mission,” stated Alchemist Wealth Co-Founder Andrew J. Tudor, CFP®, RICP®. “We intention to uncover our shoppers’ values, hopes, and fears with the intention to create a really customized plan. We offer the assist, steering, and accountability to realize your monetary objectives.”
CEO of Zoe Monetary Andres Garcia-Amaya is a agency believer in democratizing entry to monetary providers for individuals 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,” stated 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 selections. The corporate’s algorithm removes the friction from selecting a monetary advisor, providing a technology-driven market that gives matches based mostly in your distinctive monetary aims and connects you with Zoe Licensed Monetary Advisors throughout america. Zoe’s thoughtfully curated community of the most effective impartial, fiduciary, commission-free monetary advisors and monetary planners consists of solely the highest 5% within the nation.
Contact: press@zoefin.com
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Image 1: Zoe Financial & Alchemist Wealth
Zoe Monetary & Alchemist Wealth
Zoe Monetary
This content material was issued by means of the press release distribution service at Newswire.com.
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