Zoe Financial announces partnership with wealth management firm Mercer Advisors


Zoé Financial

Zoé Financial

Zoé Financial

NEW YORK, November 03, 2021 (GLOBE NEWSWIRE) – Zoé Financial, a New York-based financial advisory platform that connects clients to an organized network of independent advisers, today announced a partnership with a reputable national registered investment advisor, Mercer Consultants. Zoe’s in-depth verification process ensures that Registered Investment Advisors (RIAs) admitted into their certified network are among the Top 5% in the countryside.

Those looking for a fiduciary advisor specializing in global wealth management and financial planning will now be able to partner with Mercer Advisors through the Zoe network. Denver-based Mercer Advisors was founded in 1985 with the goal of improving the lives of clients through fiduciary financial planning relationships. Mercer Advisors aims to support clients through every stage of life, from building wealth to enjoying retirement, and even developing strategies to carry on your legacy.

With over 55 locations, over 160 advisors and $ 33.5 billion in assets under management, Mercer Advisors received the award for best private wealth manager for businesses with over $ 5 billion in assets under management in 2019 by the distinguished Private Asset Management (PAM) Award. * “Partnering with Zoe makes sense, as we both believe in personalization and transparency as foundational elements of a successful financial planning relationship,” said Gary Foodim, Director of Marketing at Mercer Advisors .

Andres Garcia-Amaya, CEO of Zoe Financial, also expressed his enthusiasm for Mercer Advisors to join the Zoe network: “We are confident that Mercer Advisors is a great addition to our network and will bring value to our clients by providing them with a service based on trust and tailor-made. to the financial life and unique goals of each individual.

Learn more about Zoe Financial at www.zoefin.com

*Private Asset Management (PAM) 2019, Mercer Advisors received the Best Private Wealth Manager award for companies with over $ 5 billion in assets under management. Mercer Advisors was selected as the winner from eight shortlisted applicants. The PAM Awards, organized by Private Asset Management magazine, are aimed at investment professionals and wealth advisers, operating in the private asset management industry and are held annually. Applicants are encouraged to submit responses in multiple categories to demonstrate developments in their business model, financial advancements in business performance and service offerings. Selection is determined by customer and employee growth, customer satisfaction and product innovation over the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. Rewards should not be interpreted by clients or prospects as a guarantee that they will achieve some level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor as approval of Mercer Advisors by one of its clients.

About Financière Zoé

Zoe Financial was founded with one 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 top independent financial fiduciary advisers and financial planners includes only the richest 5% in the country.

About Mercer Advisors

Founded in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management company specializing in the provision of investment advice, financial and estate planning, and tax, as well as services corporate trustee and trust administration. It is one of the largest registered investment advisers and financial planning firms in the United States with approximately $ 33.5 billion in client assets. Denver-based Mercer Advisors is privately held, has more than 600 employees, and operates nationwide across the country with 60 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors are among the officers of MAIS. For clients of Mercer Global Advisors who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with strategic partners. You will find more information about MAIS and our strategic partners in our ADV 2A form. Visit us at http://www.merceradvisors.com.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and provides all investment related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved in investment services. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.

Data as of September 30, 2021. Assets under management include affiliates and wholly owned subsidiaries announced to date.

Contact: [email protected]

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