Case Study: Wymer Brownlee Wealth Strategies achieves greater client engagement and holistic, purpose-driven financial planning with eMoney

Wymer Brownlee Wealth Strategies Helping Clients Think Bigger and Live with Purpose

Wymer Brownlee Wealth Strategies, a 50‑year firm headquartered in Enid, Okla. with seven locations and $600M in AUM, wanted to expand beyond traditional tax, accounting, and asset management to offer holistic, purpose‑driven planning—particularly around estate/family leadership—and to better engage clients in the planning process. To support that shift, Wymer Brownlee has used eMoney since 2016, leveraging its full‑spectrum planning solution (including the eMoney Client Portal, Vault, and Advanced Planning).

Using eMoney, the firm centralized client data, enabled clients to track budgeting and goals from any device, visualized cash‑flow and trust scenarios in‑meeting, and secured documents in the Vault, which increased client participation and accountability from events like the Family Leadership Summit. eMoney helped Wymer Brownlee generate new leads, deepen relationships, and win client trust—contributing to several record‑breaking quarters of new assets and supporting the firm’s continued growth and $600M AUM.

Wymer Brownlee

Kyle Brownlee

CEO and Senior Wealth Advisor