A Virtual Financial Adviser Could Be the Right Fit for You

Most of us are comfortable with videoconferencing these days, and that could make working with a financial adviser more convenient. No traffic, no parking, no limitations because of location…

A man sits at his desk while having a video chat on his laptop.
(Image credit: Getty Images)

If I’d asked you four or five years ago what you thought about working with a “virtual” financial adviser, my guess is you’d have been skeptical.

The idea of meeting remotely, using Zoom or some other videoconferencing platform, probably would have seemed too foreign, too intimidating or simply inappropriate for chatting about something as personal as your finances.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Aaron Cirksena
Founder, CEO, MDRN Capital

Aaron Cirksena is the founder and CEO of MDRN Capital, a fully digital retirement planning and investment advisory firm. He is passionate about helping clients design and implement efficient and successful financial strategies. Aaron earned a bachelor’s degree in economics from the University of Maryland College Park and has more than a decade of experience as a financial adviser.