Head to emancipare.com/buyer to get started, this one won't last long! Advice-only financial planning, investment advising, and tax planning is a fast-growing wave. Every household needs a financial plan, from low earners to top earners and retirees! This is big with the younger FIRE community and retirees that are feeling stressed due to the current economy. Emanciparé is a lean, well-oiled virtual financial planning business with no debt and low overhead.

BUSINESS HIGHLIGHTS:
• 100% virtual, relocatable business model with minimal overhead
• Strong client satisfaction: All 5-star Google/Yelp reviews
• Organic lead generation through word-of-mouth and SEO
• Clean regulatory record with recent SEC audit completion
• Ready-to-scale infrastructure already in place
• No debt, automated operations

CLIENT BASE & MARKETING:
• 200+ past/current client goldmine
• 350+ qualified leads ready for conversion
• 981 subscriber mailing list
• Organic growth through DIY personal finance community presence
• Featured on established personal finance platforms

This RIA is currently being run part-time due to owner age/health, but set up to scale easily. Tack on more tax planning, asset management, etc. Emanciparé is unique. We use a high-fidelity planning tool that is available to anyone. It checks our audience’s boxes–inexpensive, private, high-fidelity, comprehensive. Using an additional planner on a 1099 basis to handle increasing popularity/clients. Revenue is based on just ~18 hours a week!

The most common comment leads and new clients make is “Thank God we found you. We didn’t think anything like this existed.” This model belongs on every Main Street, USA. Word of mouth, we do almost no advertising, only listings. Leads come in organically from happy client word-of-mouth, SEO, DIY forums, organic searches on sites like Advice Only Network and Wealthtender.

Social Proof: All five-star Google/Yelp reviews, best-selling five-star rated guidebook Plan Your Money Path. Watch our recent appearance on Rob Berger’s personal finance show!

Built to scale up quickly and efficiently–very low overhead, no debt, automated, streamlined ops. 100% clean (very rare) individual/firm FINRA/SEC BrokerCheck–no disclosures, discrepancies, or disciplinary action. Most recent audit completed in August 2025 with no discrepancies/disclosures
Hard-to-get trust and goodwill in the DIY personal finance community, 5-star Google ratings and rave client testimonials–tons of word-of-mouth referrals
Goldmine of 200+ past/current clients, 350+ leads for immediate revenue! Mailing list of 981 subscribers.

Fully configured cloud-based software/tech stack–can be run from a phone, tablet, Chromebook
Set up to go full-time immediately, no certifications required other than passing the Series 65.