Wharton Virtual Advisor
Virtual Financial Advisor Services - An Additional Service Provided by Wharton Investment Consultants
What Does It Mean to Work With a Virtual Financial Advisor?
It means flexibility, convenience, and financial planning that meets you where you are. Instead of traditional office visits, we meet with clients in secure online environments—such as Zoom, AdviceWorks, Asset-Map, and Riskalyze—allowing you to connect from the place that’s most comfortable for you.
Five Reasons to Consider Working With a Virtual Financial Advisor
1. More Effective & Efficient Meetings
Modern videoconferencing tools make collaboration faster and more productive. Screen sharing lets us review accounts together in real time—whether adjusting a 401(k), reviewing stock options, or walking through your financial plan. Virtual meetings often transform planning into doing by allowing us to update items on the spot.
2. Save Time
Skip the commute, parking, waiting rooms, and follow‑up tasks. Virtual meetings are streamlined, focused, and allow you to reclaim valuable time for family, work, or relaxation.
3. Save Money
Meeting remotely means no travel costs—no fuel, no parking, no transportation fees. Even small savings add up over time and align with smart financial habits.
4. Better for the Environment
Fewer commutes mean less traffic, lower emissions, and reduced paper use. Virtual planning helps support a cleaner, more sustainable planet.
5. Choose the Best Advisor—Not Just the Closest
Virtual planning opens the entire country to you. You’re no longer limited to advisors within driving distance. Instead, you can work with a planner who specializes in your needs, regardless of geography.
The Only Downside? A Bit Less In‑Person Connection
We understand the value of meeting face‑to‑face—financial planning is deeply personal, and trust is essential. While virtual meetings are incredibly effective, they can feel less personal, and occasional technical hiccups or family interruptions may occur. But in many cases, even these offer a window into what truly matters: the people you’re planning for.
And once you try virtual planning, most clients find the advantages far outweigh the drawbacks.
Call Toll-Free - 855-978-6661.