Range Financial Group used eMoney to deliver and scale high-touch, holistic financial planning while supporting rapid business growth. Founded in 2017 with $50 million in assets, the firm expanded to $200 million by 2021, serving over 200 clients with a small team of advisors. Focused on comprehensive financial guidance, the firm integrates services such as education planning, investments, tax strategy, and liability management. By leveraging eMoney, Range improved efficiency, strengthened client engagement, and ensured a more structured, data-driven planning process. This enabled the firm to maintain personalized service while scaling operations and helping clients achieve long-term financial well-being.

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