9/2/2017 · One of the leaders in this regard is Wealthfront. The robo-advisor has been growing their investment capability in every direction, but is now even offering financial planning. The platform now bills itself as offering Financial Planning & Robo-Investing for Millennials. If you’re looking for more than just investing, Wealthfront has it. 10/29/2019 · There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. Like other robo-advisors, Schwab helps customize the investor’s portfolio based on a questionnaire that measures a client’s investment knowledge and assesses their risk aversion. These portfolios include stocks, commodities, fixed income, and cash, including Schwab-owned ETFs and third-party ETFs.