Zoe Financial Announces Its Partnership With Wealth Management Firm Mercer Advisors – GlobeNewswire
NEW YORK, Nov. 03, 2021 (GLOBE NEWSWIRE) — Zoe Financial, a New York-based financial advice platform that connects clients with a curated independent advisor network, announced today a partnership with a renowned national registered investment adviser, Mercer Advisors. Zoe’s thorough vetting process ensures that Registered Investment Advisors (RIAs) admitted in their Certified Network are among the top 5% in the country.
Those looking for a fiduciary advisor specialized in comprehensive wealth management and financial planning will now be able to match with Mercer Advisors through the Zoe Network. Mercer Advisors, based in Denver, was founded in 1985 with the purpose to make clients’ lives better through fiduciary financial planning relationships. Mercer Advisors aims to support their clients through each of life’s stages, from building wealth to enjoying retirement, and even developing strategies to continue one’s legacy.
With over 55 locations, 160+ advisors, and $33.5 billion in AUM, Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management in 2019 by the distinguished Private Asset Management (PAM) Award.* “Partnering with Zoe makes sense because we both believe in personalization and transparency as the foundational elements of a successful financial planning relationship,” said Gary Foodim, Chief Marketing Officer at Mercer Advisors.
Andres Garcia-Amaya, CEO of Zoe Financial also expressed excitement about Mercer Advisors joining 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 a trust-based service tailored to each individual’s unique financial life and goals.”
Learn more about Zoe Financial at www.zoefin.com
*2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service of offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. Awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by …….