ReportWire

Tag: wealth advisors

  • Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC

    Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC

    Press Release
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    Jun 1, 2022


    NEW YORK, June 1, 2022 (Newswire.com)
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    Zoe, a wealth platform that connects clients with the top five percent of wealth advisors in the country, announced its partnership with GreenUp Wealth Management LLC. After qualifying the firm through a meticulous vetting process, Zoe, recognized as one of Fast Company’s 2022 Most Innovative Companies, admitted GreenUp into their exclusive Advisor Network.

    GreenUp Wealth Management LLC was founded with the mission to guide and accompany clients through the journey to a fulfilling financial future. They promise to provide an elite wealth management experience that gives each client a financial guide to make their wealth work for them. The registered investment advisory firm (RIA) manages over $300 million in assets for over 300 clients nationwide.

    Each of the advisors in the firm offers a personalized and holistic wealth management experience to clients. They provide financial planning tailored to their unique goals, investment management and income strategies to meet their long-term objectives, and personalized tax, legacy, and estate planning. The firm prioritizes understanding its clients’ values and risk tolerance as a core part of the process. GreenUp wants the client to feel comfortable, knowing that their wealth plan aligns with their values and risk tolerance. The firm ensures the ride (financial planning progress) is as meaningful and enjoyable as the destination (goal accomplishment). 

    “Wealth management has a whole world of possibilities, and clients would be surprised with all that is possible with their money. We’re confident that GreenUp advisors have the right approach to guide and accompany clients in the journey of discovering the wide range of possibilities that their wealth can bring them,” said Andres Garcia-Amaya, CFA®, Zoe’s Founder and CEO. 

    While working towards dreams-realization and personal wealth-building, GreenUp promotes a culture where people come first. Transparency, communication, and collaboration are crucial parts of the process. The GreenUp experience encourages clients to ask questions and make sure they understand what is going on throughout the process to ensure alignment and accountability.

    “Our partnership with Zoe makes sense because we have shared values and objectives. We both genuinely care about clients and are ready to go above and beyond to help them reach their goals. We are confident that working together is a way to continue transforming the wealth management industry towards personalization and client-centered experiences,” said Tony Schmitt, President & CEO of GreenUp Wealth Management. 

    Learn more about Zoe at www.zoefin.com. 

    Apply to join the Zoe Advisor Network at www.zoefin.com/join-as-an-advisor. 

    Learn more about GreenUp Wealth Management LLC at https://greenupwealth.com.

    About Zoe 
    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding and hiring a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country.

    Contact: press@zoefin.com

    Source: Zoe Financial

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  • Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services

    Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services

    Press Release
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    May 19, 2022


    NEW YORK, May 19, 2022 (Newswire.com)
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    Zoe, a wealth platform that connects clients with the top five percent of wealth advisors in the country, announced its partnership with Creative Financial Services. Zoe, recognized as one of Fast Company’s 2022 Most Innovative Companies, is known for having a meticulous vetting process to qualify the firms admitted into their exclusive Advisor Network. 

    Creative Financial Services (CFS) is a leading female-owned registered investment advisory (RIA) firm headquartered in Colorado Springs, Colorado. Founded in 1999 and led by Jill Isbell, CFP®, CFS was born from the belief that empowering people through knowledge and understanding is the key ingredient to achieving significant financial goals. 

    CFS’ philosophy is that a robust financial planning process is the best way to create a financially secure life and represents the cornerstone of its services. Advisors at Creative Financial Services use their expertise and experience to develop tailored plans to unlock their clients’ peace of mind. In addition, the firm develops long-term partnerships with its clients through mutual integrity, respect, and a willingness to work together toward a shared objective. Creative Financial Services manages $60 million in assets for over 200 clients with a very personable approach to wealth planning. 

    “When starting their journey with a wealth planner, clients often focus on the immediate numbers, leading them to lose sight of the bigger picture. Stellar advisors know how to help them see the full picture and understand what it takes to achieve their long-term financial goals. Creative Financial Services’ structured approach to guiding their clients is thorough and effective,” said Andres Garcia-Amaya, CFA®, Zoe’s Founder and CEO. “The firm has been a great addition to our exclusive network. We are proud to partner with the firm’s expert and trustworthy advisors,” he added. 

    The RIA’s team acknowledges that wealth protection and client understanding are core elements of a financial plan. Once they fully understand their clients’ immediate needs and goals, they present a prudent strategy to protect and grow their wealth. Then, Creative Financial Services advisors have the expertise to make ongoing adjustments as things change in clients’ professional and personal lives. The firm has extensive knowledge in areas that support individuals, families, and business owners. Whether it is retirement, estate, investment, or tax planning, the firm’s unique approach is to create strategies that protect their clients’ needs while planning for the future in a tax-efficient manner. 

    “We have been working with Zoe for a while now, and our experience has been gratifying. It is fulfilling to meet potential clients who are serious about their financial lives and looking for professional help. We are thrilled to see what the future of our partnership will bring for both of us and additional clients nationwide,” said Jill Isbell, CFP®, Owner and Senior Advisor at Creative Financial Services. 

    Learn more about Zoe at www.zoefin.com.

    Apply to join the Zoe Advisor Network at http://www.zoefin.com/join-as-an-advisor/ 

    Learn more about Creative Financial Services at https://www.create-wealth.com/ 

    About Zoe 

    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding and hiring a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country. 

    Contact

    press@zoefin.com

    Source: Zoe Financial

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  • Zoe Announces 3 Years in Partnership With Metanoia Financial

    Zoe Announces 3 Years in Partnership With Metanoia Financial

    Press Release
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    May 5, 2022


    NEW YORK, May 5, 2022 (Newswire.com)
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    Zoe, an innovative wealth platform that connects potential clients with the top 5% of wealth advisors nationwide, announced its third year in partnership with Metanoia Financial. In April 2019, after being qualified by a meticulous vetting process, the RIA was accepted into Zoe’s exclusive advisor network. 

    Registered in 2010, Metanoia Financial seeks to help clients honor their priorities, manage their assets, and structure financial plans to bless their families for generations to come. Bobby Cremins, CFA, CFP®, CKA, founded the RIA to shift the focus from shareholders and executives at large financial institutions to clients and their well-being. Metanoia advisors are clients’ long-term financial partners, helping them sort out every aspect of their financial lives without stress or confusion. 

    Metanoia helps individuals and families with a desire to make wise and informed financial decisions at the right moment. Their team of experts has over 20 years of experience guiding people through the ups and downs of financial, retirement, and tax planning. The firm currently provides advisory services for over 106 clients for whom they manage $81 million in assets. Part of the firm’s promise is to give each client the attention they need to make money decisions that will guide them to a better financial future. Clients can connect with Metanoia advisors through the Zoe platform. 

    “Trust is the most solid foundation for a successful advisor-client relationship. Since the beginning of our partnership three years ago, Metanoia Financial advisors have proven to be a great addition to our exclusive network. They take the time to learn what their clients want and then create tailored and strategic plans to achieve those goals,” said Andres Garcia-Amaya, CFA®, Zoe’s Founder and CEO. “We know that each client who gets connected to a Metanoia advisor will be meeting an interest-aligned, trustworthy, and expert advisor,” he added. 

    The Philadelphia-based firm is committed to offering an outstanding experience, ultimately geared towards becoming the household CFO (Chief Financial Officer) for each client. Their advisors are experts in all financial matters and are devoted to enabling clients to manage their wealth successfully. Metanoia advisors thrive in helping clients create strategic and unique retirement plans that cover every scenario. Their approach includes estate planning and legacy planning to ensure each client can feel stress-free about what will come next. In this way, their guidance is crucial to helping clients keep track of all the numbers, accounts, organizations, and rules that may affect their future.

    “Zoe has been a great partner for us. We enjoy working with others who stand by what we believe in, helping people achieve their life-long dreams through educated and confident money decisions. We look forward to working together to bring financial wisdom into the lives of more individuals, families, and businesses,” said Bobby Cremins, CFA, CFP®, CKA, Founder and President at Metanoia Financial. 

    Learn more about Zoe at www.zoefin.com. 

    Apply to join the Zoe Advisor Network at www.zoefin.com/join-as-an-advisor/

    Learn more about Metanoia Financial at www.metanoiafinancial.com/

    About Zoe 
    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding and hiring a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country. 

    Contact: press@zoefin.com 

    Source: Zoe Financial

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  • Zoe Announces Partnership With Michigan-Based RIA, Pathway Financial Planning

    Zoe Announces Partnership With Michigan-Based RIA, Pathway Financial Planning

    Press Release
    –

    Apr 28, 2022


    NEW YORK, April 28, 2022 (Newswire.com)
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    Zoe, an innovative platform that accelerates wealth creation by connecting potential clients with the top five percent of wealth advisors nationwide, announced Pathway Financial Planning as one of the RIAs in its exclusive Network. Recently recognized as one of Fast Company’s Most Innovative Companies, Zoe has a meticulous vetting process to accept the advisors who join their Network. Clients can connect with Pathway Financial Planning advisors through the Zoe Platform.

    In 2011, Greg Brown, CFP®, founded Pathway Financial Planning. With over three decades of investment experience, Brown’s purpose was to help people build wealth and plan for their future strategically. He sought to create a new type of financial planning that allows people to achieve their goals without the headache of complex jargon and the undeniable biases of hidden incentives.

    The Michigan-based firm works under the belief that with the proper guidance, a client can align their money with their goals and dreams to make them come true. With expertise in risk assessment, taxes and investment management, and retirement and financial planning, Pathway Financial Planning employs a three-step approach to removing the guesswork from their clients’ financial lives. First, they get to know their clients personally, develop a unique plan, and then help each client implement it and hold them accountable for the expected results. 

    “Sometimes, wealth management can seem overwhelming from a client standpoint. But great advisors find the right ways to simplify it and help their clients understand how making the right money decisions enables the achievement of their goals and dreams. That is exactly what Pathway Financial Planning does with each of its clients. We are happy to have them in our exclusive advisor network,” said Andres Garcia-Amaya, CFA®, Zoe’s Founder and CEO. 

    One of the firm’s core values is transparency, and they always act in the clients’ best interest. Pathway Financial Planning is a fee-only wealth management firm, which means they only work for the client and get paid by the client. They don’t receive third-party commissions for product selling. Their philosophy is to simplify people’s financial lives. To do so, Pathway provides clients with a whole support system for driving their financial lives. The advisor acts as a household CFO, serving as clients’ accountability partner, wealth coach, professional organizer, financial planner, investment advisor, and sounding board throughout their ongoing relationships.

    “It is an honor to work with Zoe to help more people build and protect their wealth. Our shared client-centricity makes them the right partner for us to scale our business growth to align with our values and what we stand for. We look forward to helping more people take the guesswork out of their financial lives,” said Greg Brown, CFP®, Founder at Pathway Financial Planning.

    Learn more about Zoe at www.zoefin.com. 

    Apply to join the Zoe Network at www.zoefin.com/join-as-an-advisor.

    Learn more about Pathway Financial Planning at https://www.pathwayplanning.com. 

    About Zoe

    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding and hiring a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country.

    Contact: press@zoefin.com

    Source: Zoe Financial

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