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eMoneyAdvisor LLC

Name: eMoneyAdvisor LLC
Address: Four Radnor Corporate Center, Suite 220, 100 Matsonford Road, Radnor, PA, 19087, US
Telephone: (888) 362-4612
Rating: 4

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eMoneyAdvisor LLC

eMoney is the leading provider of technology solutions and services that help people talk about money.

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

10/30/2026

We’re excited to join in Florida!

If you’re attending, be sure to catch Joe Buhrmann, Advisory Financial Planning Practice Management Consultant at eMoney, for his session, Planning-Led Client Engagement, on November 4 from 4:10 to 5:00 p.m.

In this session, you’ll discover practical ideas for creating engaging planning experiences while enhancing efficiency and scalability. See you soon.

10/30/2026

Another industry gathering in the books.

At the M Financial Marketing Meeting in Dallas, our team had the opportunity to demonstrate eMoney solutions and discuss evolving planning and client experience needs.

Thanks to everyone who spent time with our team. Here are a few highlights from the event.

10/30/2026

Powerful technology is only part of the equation. Knowing how to put it to work matters, too.

Meet Zac, Senior Training Specialist, and see how he helps financial professionals turn eMoney’s tax planning capabilities into knowledge they can apply in conversations with clients.

10/29/2026

Confidence is not the same as certainty. In financial planning, confidence often comes from helping clients see their full financial picture, test assumptions, and understand the decisions in front of them. Katherine Phillips, CFP®, explains how preparation, technology, and better questions can turn review meetings into moments of clarity.

10/29/2026

As client expectations rise and advisor capacity tightens, enterprise firms need more than individual planning expertise. They need an integrated planning infrastructure that delivers consistent, comprehensive advice, uncovers client needs, and supports repeatable growth.

When embedded in workflows and client engagement models, financial planning can help firms expand capacity, strengthen relationships, and ensure a consistent advisory experience.

For more details, read our recent blog post. Link in the comments section.

10/28/2026

Most clients don't struggle because they lack financial goals.

They struggle because they have too many.

Retirement. Education. Debt reduction. Major purchases. Lifestyle goals. All competing for limited resources.

Traditional discovery processes are great at gathering information, but they don't always help clients determine what matters most.

That's where goals-based planning, supported by modern planning technology, can make a difference. Interactive planning tools help clients visualize goals, explore tradeoffs, and understand the impact of different decisions, turning abstract objectives into actionable plans.

In our latest article, we explore how financial professionals can:

✅ Move beyond data collection
✅ Help clients prioritize competing objectives
✅ Use planning technology to visualize goals and outcomes
✅ Reduce decision fatigue
✅ Drive meaningful action
✅ Create a natural path toward comprehensive planning

Sometimes the most valuable question in financial planning isn't "How much do you have?"

It's "What matters most right now?"

10/28/2026

A better onboarding process starts with asking for the right information.

With Customized Data Gathering, you can tailor what you collect for your firm or individual clients and create reusable templates that make onboarding more efficient and consistent.

Join us for this upcoming webinar to learn how to reduce administrative work, improve efficiency, and create a consistent, on-brand client experience, all from a single platform.

Reserve your spot today. Link in the comments section.

10/27/2026

Chamie Townsend, CFP®, brings a unique path to financial planning—one shaped by mathematics, engineering, risk management, and a commitment to helping clients build lives aligned with their values.

In this Heart of Advice Spotlight, she shares what inspired her career, why authenticity has shaped her success, and what opportunities she sees for women entering the profession today.

10/27/2026

Before we get too far into fall, let’s recap some of the major enhancements released over the last few months.

☑️ Spot opportunities faster with Financial Assessment
☑️ Identify client needs with new Needs Analysis topics
☑️ Evaluate strategies with enhanced Plan Comparison
☑️ Explore more planning opportunities with expanded CoPlanner intelligence
☑️ Turn recommendations into client-ready Smart Presentations
☑️ Bring more analysis into the conversation with new Decision Center reports

Swipe through to discover more about each enhancement. Which feature has become your favorite tool in eMoney? Share your thoughts in the comments section.

10/26/2026

A huge thank you to our more than 1,500 attendees, speakers, sponsors, partners, and the entire eMoney team who worked tirelessly behind the scenes to make this year's Summit a success.

We truly appreciate the conversations, strategies, and insights that are powering what’s possible for our clients and their clients. We look forward to seeing everyone again next year! 😊

Address

Four Radnor Corporate Center, Suite 220, 100 Matsonford Road
Radnor, PA
19087

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(888) 362-4612

Website

https://emoneyadvisor.com/

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