An online financial advisor offers virtual financial planning services to their clients primarily or entirely through videoconferencing tools and by phone. You may also hear these financial professionals referred to as virtual financial advisors.
One of the first reasons people began working with financial advisors online was to gain time back in their day by not having to get in the car and sit in traffic to meet with their financial advisor when a phone call or Zoom meeting works just as well.
We asked financial advisors to help us understand what it’s like working with them from across the country and to share examples based on their own experiences.