Financial advisors network partners with Black-owned Alchemist Wealth

A marketplace for financial advisors has formed a partnership with a Black-owned Registered Independent Advisory (RIA) firm specialising in equalising access to financial planning

Zoe Financial, a digital marketplace that connects clients with highly vetted fiduciary financial advisors, has announced a partnership with Alchemist Wealth Advisors, a Black-owned Registered Independent Advisory (RIA) firm specialising in equalising access to financial planning.

Founded by brothers Andrew and Fred Tudor, who have spent their working lives in the financial services industry; Alchemist Wealth Advisors is a group of financial planners and coaches to empower women, dual-income couples, and families of colour in order “to attack the racial wealth gap in a unique way with five important values in mind: freedom, family, integrity, relationships, and meaningful work.”

Zoe Financial consists of a network of independent, fiduciary financial advisors that includes only the top 5% in the US. All advisors are vetted to ensure that they are “best in class.” Through their network, clients will now be able to match with Alchemist Wealth Advisors.

Zoe Financial CEO Andres Garcia-Amaya said: “Being a Latino founder myself, supporting Black, Latinx and Native American founders is personal. Alchemist Wealth’s mission and values align with our own, and we are excited about this partnership.”

Andrew J. Tudor said: “Zoe’s commitment to guaranteeing tailored and personalised service to every client is what aligns most with our mission. We aim to uncover our clients’ values, hopes, and fears to create a truly personalised plan. We provide the support, guidance, and accountability to achieve your financial goals.”

https://diversityq.com/financial-services-giant-to-increase-representation-for-black-and-latinx-groups-1513696/
Rate This: