Your Life & Family

Most financial advisors began meeting with their clients online when the global pandemic kept most people at home.

Even before COVID-19, many financial advisors offered their services virtually to clients by Zoom or phone no matter where they live.

Today, as financial advisors and their clients alike have grown accustomed to meeting face to face on Zoom calls, you may find it’s easier and more convenient to work with a financial advisor online from the comfort of your own home (or wherever life takes you).

Of course, location is still a factor to consider when hiring a financial advisor. And you may find a great financial advisor who lives near you. But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away.

An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services.

Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world.

Wealthtender is dedicated to helping you find the best financial advisor for your individual needs based on what’s most important to you, no matter where you or your advisor chooses to live.

By choosing to work with a financial advisor dedicated to a particular niche, you’re gaining access to a specialist committed to understanding the unique financial planning challenges and opportunities of people just like you.

Many financial advisors choose to specialize in areas that affect their own lives personally or that they’re passionate about based on their interests and life experience.

And by working with a financial advisor who specializes in an area important to you, you’re likely joining a community of other people who choose to work with the same financial advisor for similar reasons to your own. Your financial advisor may find opportunities to bring you together if connecting you with other people who share your interests is valuable to you.