Case Study: Carey & Hanna Tax & Wealth Planners achieves explosive holistic planning growth with eMoney

Carey & Hanna Tax & Wealth Planners drives 3000% growth with eMoney

Carey & Hanna Tax & Wealth Planners, a CPA and tax planning firm, faced the challenge of expanding its services to offer holistic financial planning. This required new technology to collect and interpret comprehensive client data, including complex real estate investments and outside assets, in order to deepen client relationships and grow revenue. They turned to eMoney and its Pro platform to find a solution.

eMoney provided a robust financial planning solution that could effectively handle mortgages, investment real estate, and account aggregation to build a complete financial picture for each client. This enabled Carey & Hanna to offer a unique, holistic service, which fostered client confidence and loyalty. As a result of implementing eMoney, the firm experienced explosive growth, increasing its assets under management from $8 million to nearly $250 million, representing a 3000% increase.

Carey & Hanna Tax & Wealth Planners