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Virtual Financial Advice

On-demand, expert financial advice. Delivered how you expect it. Convenient and personal, with you at the center.
Hear what it’s like to work with our virtual financial advisors

Personalized financial advice. Delivered virtually.

Our Virtual Advice Team is more than just financial advisors. They’re also parents, neighbors and friends who understand the importance of personalized and convenient financial advice. That’s why they’re here to build a financial approach that works for you, delivered directly to the comfort of your home.

Your Thrivent virtual financial advisor partners with you to deliver a purpose-based financial plan that meets your needs. And they’re available at your convenience to refine that financial plan as your needs change and grow.
What you get from virtual financial advice
Your virtual financial advisor will help you tackle what’s most pressing, accomplish goals quickly and build a strong financial future.
  • Enjoy meeting with your Thrivent virtual financial advisor to uncover your values and goals to better understand your financial situation. And simply to get to know you better!
  • Develop an actionable financial plan at your pace. You'll receive tailored advice centered around your values and most important financial goals.
  • Grow and refine your financial plan with your Thrivent virtual financial advisor over time. From simple, quick questions to ongoing, comprehensive financial planning, they will be there for you—wherever life takes you.
Call 855-303-7402 or click below to learn more and connect with a licensed virtual financial advisor who is ready to help.

Schedule your virtual meeting

Meet all virtual financial advisors

A modern approach.
Built on a century of trust.

Financial advice delivered how you want it—by a stable and secure organization.
On-demand financial advice and support offered by phone and video conferencing
Experience financial guidance that prioritizes your values, needs and goals
Thrivent is a Fortune 500 company backed by a 120-year legacy
Thrivent was named one of the "World's Most Ethical Companies" by Ethisphere for 13 years in a row.*
*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com

More about the Virtual Advice Team

What’s the difference between Thrivent virtual financial advisor and a roboadvisor?
A Thrivent virtual financial advisor is a human who cares about your story and understands your needs. They provide a level of care and nuance that can only come from person-to-person understanding.

A roboadvisor is technology that offers convenience, ease and simplicity. But it fails to understand the complexity of your financial picture and who you are as an individual.

Their delivery is the same. The difference is human.
What products and services does the Virtual Advice Team offer?
Our Virtual Advice Team offers a variety of products and services, including:
  • Comprehensive guidance and financial planning
  • Life insurance
  • Annuities
  • Mutual funds
  • Managed accounts
  • Brokerage accounts
Our team of experienced professionals is available, at your convenience, to address your questions and provide you with financial advice.
Who can work with the Virtual Advice Team?
You can access this team of licensed financial advisors regardless of your financial situation. We’ll help whether you’re just starting out or checking in about plans that have been in motion for a long time. We’re just a phone call—or computer click—away. For your convenience, we'll conduct business with you over the phone, via video (with screen sharing), or through email.
Should I work with a Virtual Advice Team member or a local financial advisor?
That choice is entirely up to you. The Virtual Advice Team can work with you whether you have a quick question or a complex financial need. It’s a great option if you want to receive financial advice virtually, over the phone, whenever you’re ready to call. On the other hand, if you prefer to discuss your finances in person, you may instead opt to schedule a meeting with a local financial advisor.
Get financial guidance now
Personalized financial advice is just a click or call away—really.

Call 855-303-7402 M–F, 8 a.m. to 6 p.m. CT.
The Virtual Advice Team is a team of licensed financial advisors and professionals available to assist you during designated business hours. Our team offers a full variety of products and services. If you prefer to meet with a local financial advisor or professional, our team can connect you with someone in your area. Whether you work with the Virtual Advice Team, or with a local Thrivent financial advisor or professional, there will generally be no difference in the fees and expenses you will incur.
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