MoneyGuide Paraplanning

Empowering financial advisors to cost-effectively initiate, scale and deepen planning relationships using MoneyGuide.

MoneyGuide Paraplanner Directory

Firms known to provide paraplanning services for MoneyGuide users:

Oyster Consulting, LLC

Bill Davis, Director
(804) 349-7815 mobile

If you or your firm is interested in learning more about the services provided by these firms, please contact them directly.

MoneyGuide Paraplanning Certification Program

Participants in the MoneyGuide Paraplanning Certification Program will receive the training and support needed to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients.

The MoneyGuide Paraplanning Certification Program training is tailored towards the paraplanning process and requires 7 hours of training, multiple case studies, a final assessment and on-going, quarterly CE webinars. For more information on this certification, please contact Training at

indicates firms who have completed Envestnet MoneyGuide’s Paraplanning Certification Program.

© 2023 MoneyGuide, Inc. | Privacy Policy | Security