Virtual Assistant for Financial Advisors | My VA (Vitrual Assistant) Solution

Our Mission

We help independent financial advisors reclaim their time, allowing them to focus on what truly grows their business—deepening client relationships, meeting with prospects, and increasing assets under management. By taking full ownership of the operational, administrative, and client-experience tasks that drain their day, we become the dependable support system that keeps their practice running smoothly behind the scenes.

Our Work

Supporting advisors, saving hours daily.

Client Onboarding

Manage new account onboarding, transfers, and document workflows while coordinating with custodians, vendors, and internal teams.

Client Communication

Manage client communication via phone, text, and email.

person holding ipad near white ceramic mug and laptop

Account Maintenance & Money Movements

Handles contribution and distribution requests, including RMDs.

Client Engagement

Plan and execute client engagement to strengthen relationships.

Reviews

What financial advisors say about My VA Solution

My VA Solution was the right choice—precision, professionalism, and confidentiality keep my operations running smoothly, while using strategic client engagement events to continue to expand my client base.

J. Hance

Bloomington, MN