Case Study: Abaris Financial Group achieves new-client growth and 100% client retention with eMoney

Abaris Financial Group Where Life Planning, Behavioral Finance, and Data-based Wealth Management Meet

Abaris Financial Group, a fee-only wealth management firm founded by Abbey Henderson, faced growing fee compression from robo-advisors and low-cost competitors and sought ways to add value without lowering fees. To deepen client relationships and blend life planning with data-driven wealth management, Abaris has used eMoney (including Decision Center and the eMoney Client Portal) since 2013 to translate life-planning conversations into actionable financial plans.

eMoney’s Decision Center lets Abaris model multiple real-time scenarios (Henderson ran nine different sale/gifting scenarios for a recent legacy client) and the Client Portal enables clients to track budgets, progress, and accounts. That combination helped Abaris win younger clients, improve engagement and confidence, and — for clients where life planning and eMoney are used together — achieve 100 percent client retention so far.

Abaris Financial Group

Abbey Henderson

CEO and Founder