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Get access to pertinent, objective insight from licensed advisors in our financial planning network.
Browse investment, retirement, insurance and real estate products listed in the marketplace.

About Us


The Virtual Advisors Financial Planning Network gives retail consumers access to financial advice through a secure, digital interaction platform.
Our advisors listen to your needs, develop a personalized plan based on your unique financial situation, and manage your portfolio using our time-tested investment management practices.
Projects seeking capital participate on the platform by going through a thorough due-diligence process and paying an advertising fee each time their offering's documents are viewed by a qualified prospective investor.

INVESTMENTS

Receive free unbiased investment and retirement advice from Registered Investment Advisors. You also get access to stock, bond and alternative investments through the marketplace.

INSURANCE

Get guidance from an independent insurance agent for a variety of products including auto, home, business, life and health policies. You can also sell unneeded annuities and life insurance policies by listing them on the marketplace.

ACCOUNTING

Interact with certified public accountants familiar with investment and retirement strategies, including experience with Internal Revenue Code Section 1031 exchanges and 453 installment notes.

REAL ESTATE

Get all your real estate questions answered by licensed and knowledgeable, independent real estate professionals. You also get access to an comprehensive inventory of 1031 eligible assets through the marketplace.

Human Advisors, Digital Interactions


Beyond streamlined email and chat communications, the platform introduces the concept of Cognitive Advisory Service, which is based on ongoing, data-driven client-advisor interactions.
At the center of our advice service is a partnership with a licensed financial advisor. An advisor will work closely with you to develop a customized, goals-based financial plan according to your unique situation—and then manage your portfolio to help you reach your goals. Whether you're saving for retirement, a college education, a home, or you're about to retire or already retired, an advisor can help.

Trained

Licensed virtual advisors must meet platform-mandated and regulator mandated requirements for compliance education, code of ethics training, insurance and securities continuing education and training on the investment products they give advice on.

Secure

We protect all of your data at all layers of the Virtual Advisors platform. All connections are protected using TLS with a 256-bit symmetric encryption and 2048-bit authenticated key agreement. Passwords are masked with a separate salt and encrypted.

Accessible

You'll have access to a new web experience developed exclusively for VirtualAdvisor clients. You can call, email or video chat with an advisor at your convenience with our easy-to-use videoconferencing service.

Product Access

Beyond stocks and bonds, you will have acces to alternative investments such as hedge funds, private equity, non-traded real estate investment trusts (REITs), EB-5 and crowdfunding deals while enjoying the ease and convenience of an online brokerage account.

Virtual Conferences

Grow your Book of Business with Alternative Investments (12/16/16 at 10:00 AM PST)

A must attend event for advisors who want to learn how to build a successful practice that provides the differentiated investment approaches needed to fulfill the goals of today’s wealthiest and most sophisticated investors.
This event will held online with limited seating and is only open to licensed financial advisors.
RSVP

IRA Alternative Investment Options (TBD)

Learn about alternative investments and how many top performing advisors use them for a wide variety of strategic value propositions, including inflation protection and interest hedge.
This event will held online with limited seating and is only open to retail accredited investors. Limited seating
RSVP

How To Invest Like An Endowment (TBD)

Learn how some leading educational endowments were able to outperform markets through various cycles and the about the pertinence of implementing similar strategies to your personal and household financial plan.
This event will held online with limited seating and is only open to retail accredited investors. Limited seating
RSVP

Marketplace


Access, research and invest in alternative investments such as hedge funds, private equity, non-traded real estate investment trusts (REITs), EB-5 and crowdfunding deals while enjoying the ease and convenience of an online brokerage account.

Become a Virtual Advisor

Are you a licensed financial services professional (investments, insurance, accounting, real estate) interested in new innovative ways to find and communicate with clients? Learn more about how to join the Virtual Advisors Financial Planning Network and start interacting with potential clients on VirtualAdvisors.com.

Learn More

VirtualAdvisors.com

VirtualAdvisors.com allows retail investors to remotely interact with licensed financial advisors in good standing with the industry's regulatory bodies (SEC and FINRA).

5000 Birch, Suite 3000

Newport Beach, CA 92660

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