Is an Online Financial Advisor Best for You?

These Financial Experts Explain What You Need to Know

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.

What is an Online Financial Advisor?

The Benefits of Hiring an Online Financial Advisor

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.

What to Expect When Working with an Online Financial Advisor

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.

With many virtual financial advisors today specializing in helping clients with specific occupations, family needs, or life priorities, you’re more likely to find your ideal financial advisor by expanding your options to advisors nationwide.

Are You Ready to Hire an Online Financial Advisor?

When you’re ready to find a virtual financial advisor, you’ll discover a diverse mix of advisors on Wealthtender who offer their services online and by phone.

How Do I Find a Virtual Financial Advisor?

Among them, you’ll find financial advisors with a broad range of education, experience, and specializations to help you locate your perfect match.