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Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence with eMoney

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As breakaway brokers, Michael Henley and Alison Brooks made the leap to establish their own registered independent advisory firm, dedicated to helping families plan and manage all aspects of their finances and investments. The founders believed technology could support their vision of providing clients a holistic planning experience.

Challenge

To build a technology stack that would align with the needs of families they wanted to serve. They required a financial planning platform that would easily manage client questions and be responsive to exactly what clients want to see.

Solution

After demoing several products, they were quickly able to envision how eMoney would be a strong differentiator for their practice—giving them the ability to show tangible outcomes from various strategies and engage clients.

Results

Using eMoney to handle change and address questions with big impact has enhanced the connections they have with clients. The robust platform has helped the firm grow their planning capabilities and in turn, shifted clients to concentrate on the long term.

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“Using eMoney was probably the best decision we ever made. There’s really no other options in terms of going to a different level of planning. ”
Image of Michael Henley, CFP®, CPWA®, CRPC®, RMA® Michael Henley, CFP®, CPWA®, CRPC®, RMA® Brandywine Oak Private Wealth