What can an in-person Financial Advisor provide that a Robo-Advisor cannot?

Financial Planning, Choosing an Advisor
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June 2017

Rae, David

Los Angeles, CA
75% of people found this answer helpful

This is from a client who hired me after getting started with a robo adviser:

"I like that you can smile when I do something good, and I know to try and avoid that look you will give me when I do something dumb."

Financial Planning and investing isn't just about the numbers and calculation, it's about reaching your financial goals. And I think an in person fiduciary financial planner can do a better job helping your figure out what you want out of life, and how to get there than a calculator.

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