Not all financial advisors are alike

Some financial advisors get paid through the investments they recommend. Some have the equivalent of sales targets. That’s not how we work.

The world of financial advice can be confusing. Yet by asking several basic questions about an advisor you’re thinking of working with, you can gain an understanding of key differences among various firms and advisors. These questions are:

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications