Good advisory firms should not have to choose between staying independent and getting real support. eVision exists to help firms add the right capability at the right time, without giving up their brand, their client relationship, or their way of serving clients well.
This site is built for fee-only and hybrid financial advisors and teams. It is especially relevant for breakaway advisors, RIAs that want better investment infrastructure, firms that need deeper alternatives and insurance capability, and planning-centric firms that want more planning capacity.
Registered Investment Adviser (RIA)
Breakaway advisors, breakaway IARs, and ensemble-minded teams
Provides an advisory home with the team, tools, infrastructure, and ongoing support needed to launch and scale.
Independence without isolation.
Registered Investment Adviser (RIA)
RIAs and advisor teams that want portfolio management behind their own brand
Provides discretionary model-based portfolio management, trading, rebalancing, reporting, billing support, and platform administration.
Your brand. Your engine.
Broker-Dealer | Investment Advisory / TAMP | Insurance Services
Hybrid advisors, RIAs, and firms that need insurance, alternatives, and deeper planning-led implementation support
Provides alternatives, insurance, specialized tax-oriented strategies, case design, and structured implementation support through clearly labeled business lines.
Deeper planning capability without a messy overhaul.
Subscription planning service
Planning-centric firms, CPAs, attorneys, RIAs, and advisor teams that need more planning capacity
Provides client-ready planning support, scenario modeling, meeting support, and planning follow-through.
A real planning bench. Not just another software tool.
We believe clarity is part of good ethics. Advisory, brokerage, insurance, and planning are not the same thing, so we label them clearly. We believe firms should be able to add capability without losing their identity. We believe standards should be shared, handoffs should be cleaner, and the client relationship should stay at the center.
Traditional approach: One big platform or a full switch.
eVision approach: Start with the bottleneck. Add the next capability only when it solves a real problem.
Traditional approach: Blurred roles and blurry compensation.
eVision approach: Clear labels for advisory, brokerage, insurance, and planning.
Traditional approach: Planning software only.
eVision approach: Human planning support through TomiPlan.
Traditional approach: Alternatives and insurance handled as one-off projects.
eVision approach: Structured support through M. H. LeBlang, Inc.
Registered Investment Adviser (RIA)
Who it helps:
Breakaway advisors, breakaway IARs, and ensemble-minded teams that want independence without building everything from scratch.
Provides an advisory home with the team, tools, infrastructure, and ongoing support needed to launch and scale.
Aegis is independence without isolation. It is more plug in and go, less figure it out yourself. Advisors get a real team behind them without giving up what makes their practice theirs.
