Your Entire Financial Life In One Place
We are a provider of eMoney Adviser, a very simple, yet robust tool that we use to facilitate financial planning for our clients. In addition to the comprehensive financial planning capabilities, eMoney also monitors all of your accounts in one place, being updated daily, allowing us to make sure we are always working with the most up to date and accurate information, giving you confidence and peace of mind in the planning we do together.
eMoney securely tracks all of your accounts, investment performance and allocation, and will immediately send you alerts of any changes via email. Since eMoney monitors all of your accounts automatically, it can even watch over your 401(k), 403(b), self-managed IRA's, bank accounts, and accounts with other financial advisers with nearly every firm in the United States.
To learn more about eMoney Adviser and how it can help you