Provider clarity
Name the company, service capacity, agreement, and accountable professional before engagement.
For RIAs, broker-dealers, and experienced advisors
Build around
your purpose.
Back it with
a deeper bench.
eVision connects shared ethical standards, technology, and resources across specialized affiliated companies. Explore the capabilities that fit your firm, your clients, and the work you want to do.
eVision is a shared framework, not a separate business or legal entity.
A shared framework
Separate companies. Clearly defined responsibilities.
01 / Your path
Start where
you are.
Engage a selected capability through your existing firm. Or explore affiliation with an appropriate company. Both are legitimate ways forward.
For an existing registered investment adviser
Build capacity around your firm.
Start with the work your firm needs supported. Explore selected capabilities without assuming you need to change registrations, surrender your brand, or engage every affiliate.
Map your RIA’s next capability.Start with the work
- Portfolio implementation and defined investment mandates
- Reporting, billing, and supported custody workflows
- Planning preparation, meeting support, and professional coordination
Your firm retains its applicable fiduciary and supervisory duties, client relationship responsibilities, and provider oversight. Delegated authority must be explicit.
02 / How the framework works
Share the infrastructure.
Define the responsibilities.
Your firm and client relationships belong at the center. Specialized providers support specific work. Shared ethical expectations stay constant; the service configuration can vary.
What does your practice need next?
Your firm& client
relationships
Explore providerrelationships
Your goals set the direction.
Aegis Wealth Group, LLC
Advisory home & ensemble infrastructure
Everspire · Synchrony Wealth ManagementProvider & scope ↗Explore providerE6 Portfolios, LLC
Investment implementation & operational support
Investment & platform services · E6 401k · E6 PayrollProvider & scope ↗Explore providerM. H. LeBlang, Inc.
Brokerage, advisory alternatives & insurance
MHL Investments · MHL TAMP · M. H. LeBlang Insurance ServicesProvider & scope ↗Relevant to this needTomiPlan, LLC
Planning capacity & professional coordination
Planning & education · Professional coordinationProvider & scope ↗
Shared ethical standardsTechnology & resourcesDefined responsibilitiesSelected capability
Planning capacity
Organize client priorities, planning information, educational scenarios, and meeting preparation.
Scope for review- Service owner
- TomiPlan planning professionals
- Who remains responsible
- The selected licensed professionals perform regulated analysis and recommendations; each verifies the information required for their own work.
- How it is engaged
- Separate planning engagement and information-sharing permissions.
- Cost categories
- Planning setup/subscription and separately disclosed affiliate compensation, if any.
- Required approval
- Client authorization and engagement scope.
- Not included
- Securities recommendations, individualized tax/legal advice, and implementation.
- Availability
- Contact TomiPlan to confirm current capacity and engagement terms.
A navigation aid, not an affiliation determination or investment recommendation. Connections show possible coordination under appropriate arrangements, not automatic access, authority, or data sharing.
View all capabilities as a table
| Business need | Responsible provider | Scope & approval |
|---|---|---|
| Planning capacity | TomiPlan planning professionals | Organize client priorities, planning information, educational scenarios, and meeting preparation. Client authorization and engagement scope. |
| Portfolio implementation | E6 Portfolios or M. H. LeBlang, Inc. acting as MHL TAMP | Implement the specifically authorized investment mandate. E6 portfolio services and MHL TAMP alternatives remain separate engagements. Mandate, investment eligibility, authority, supported custody, and firm approval. |
| Reporting & billing | E6 Portfolios platform/operations team | Coordinate authorized reporting, billing, and platform workflows around the practice. Data permissions, custody/data compatibility, fee authority, and provider diligence. |
| Advisory affiliation | Aegis Wealth Group | Evaluate an advisory home, approved team brand, and ensemble responsibilities. Diligence, registration, branding, supervision, and written agreements. |
| Brokerage | M. H. LeBlang, Inc. acting as MHL Investments | Explore registered-representative affiliation and approved securities capabilities. Licensing, registrations, supervision, product permissions, and client eligibility. |
| Insurance coordination | M. H. LeBlang Insurance Services; MHL Investments for applicable variable products | Coordinate insurance and annuity services with appropriately licensed professionals. State licenses, carrier appointments, product permissions, and client authorizations. |
| Enterprise support | The company named in each proposed enterprise engagement | Map a firm’s operating needs to a scoped provider arrangement for planning, platform support, or advisory affiliation. Commercial, supervisory, data-handling, security, and implementation diligence. |
03 / The ensemble in practice
The relationship is personal.
The work can be shared.
A representative sequence from client priorities to follow-through. See who contributes, who decides, and what authority is needed at each stage.
Work owner
Lead professional & client
Illustrative role, subject to the actual engagement. The lead relationship and delegated responsibilities remain explicit.
- Input
- Synthetic household: retirement in five years; keep the existing CPA; understand future cash needs.
- Output
- A documented brief of goals, questions, constraints, and the professionals the client wants involved.
- Reviewer / decision-maker
- Client confirms priorities; lead professional verifies the information required for their role.
- Required authorization
- Agreement and consent before sharing information beyond the engaged team.
04 / Economics with context
What you keep.
What you receive.
What stays with you.
A headline payout cannot describe a whole business relationship. Compare the services, costs, obligations, and terms on the same basis.
Explore the comparison methodology ↗Annual practice cash economics
Defined gross practice revenue− Firm revenue share− Allocated shared expenses− Direct practice expenses− Separately paid provider costsNet retained practice economics
Keep client-paid expenses and one-time transition items in separate views. Approved schedules and the actual agreements control.
05 / Inspect the common ground
Standards
you can examine.
Connect each commitment to a practice, an accountable entity, and current evidence. Distinguish policy from proof that a control is operating.
Compensation transparency
Separate client costs, practice expenses, firm compensation, and affiliated-provider incentives.
Client choice
Discuss available alternatives and document why the selected arrangement fits.
Documented professional review
Connect conclusions to sources, assumptions, reviewer, and required approval.
Diligence before a decision
Know what to examine. Know who can answer.
A substantive next step
Start with the work
you want to do differently.
Tell us what is working, where capacity is stretched, and what you want your next chapter to look like. Explore scope, fit, and economics with the appropriate company.
Start a fit conversation