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Robo-Advisors vs. Traditional Financial Advisors

In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how and for whom the use of robo-advisors can be beneficial.

Mark Haser, M.B.A., CFP®
Mark Haser, M.B.A., CFP®
Mark is a Partner and Wealth Advisor with Artemis Financial Advisors LLC. He has an MBA from Boston College’s Carroll School of Management and is a Certified Financial Planner (CFP®) professional. Mark helps physicians and high-income families to optimize their cash flow, minimize taxes, and build a plan for long-term financial success.

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