eMoney and Mercer Advisors Give Clients More Transparency and Control of Their Financial World

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eMoney Advisor

25 Apr, 2012, 10:30 ET

CONSHOHOCKEN, Pa., April 25, 2012 /PRNewswire/ -- eMoney Advisor, a pioneer in web-based wealth management and financial planning, and Mercer Advisors Inc., a more than $3.5 billion total wealth management firm that provides comprehensive financial planning and investment management to over 3,400 clients nationwide, joined forces to give clients more transparency and financial control.

"We are delighted to team up with Mercer Advisors in their efforts to improve the lives of their clients both professionally and personally," states Edmond Walters, Founder and CEO, eMoney Advisor.  "We bring the client's complete financial picture to life and make it easy for them to check their net worth, track their investments and manage their budget all under the guidance of their Mercer Advisors Wealth Management team," Walters adds.

Mercer Advisors has been ranked by Investment News as one of the top five financial planning firms and the ninth largest Registered Investment Advisor in the United States.         

"eMoney is the best wealth management platform for both our clients and our strategic advisors," explains Dave Barton, CEO, Mercer Advisors.  "It's unmatched client interface coupled by it being an open architecture platform that can easily integrate with our advisors' other tools, made it an easy choice," he concludes.

About eMoney Advisor, LLC


eMoney Advisor, LLC, based in Conshohocken, Pennsylvania, provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better serving of a client's needs. eMoney's suite of tools is used by leading financial services firms around the country, including such well-known names as TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services, as well as thousands of Registered Investment Advisors.

About Mercer Advisors Inc.

Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive financial planning and investment management, as well as other financial services including proactive tax planning, insurance, retirement plan design and administration, to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $3.5 billion in assets under management and more than 3,400 clients. Mercer Advisors is privately held, has over 150 employees and operates nationally with 13 branch offices across the country; For more information about Mercer Advisors, visit www.merceradvisors.com.

SOURCE eMoney Advisor

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