Jason Howell Company used eMoney to evolve its registered investment advisory firm and expand its impact through comprehensive financial planning. Focused on serving busy dual-income families, the firm emphasized personalized, values-based strategies, including ESG investing. By adopting eMoney, it achieved strong results such as doubling growth within a few years, increasing the share of clients with comprehensive plans, and maintaining high retention rates. Managing growing assets with a small team, the firm improved efficiency and client engagement. This approach enabled scalable operations, deeper client relationships, and consistent delivery of data-driven financial guidance tailored to modern client needs.

Join for free to read