Client Portal

Get the information that can help you live a confident retirement.


Online reporting system that provides a summary of your entire portfolio, including annuities.


Online reporting system that provides detailed EQUITY TRUST, TD, & CNB account information.

While these account logins are intended to be user friendly, we know that using a new site can be difficult to find what you want and frustrating. Thatʼs why our founder Pat Strubbe has recorded a tutorial for each site. To watch Pat walk you through how he uses Orion and eMoney for his accounts as well as for client accounts, please see the videos below.

For first-time visitors to these sites, or for help resetting your password, please contact Tonya at, or give our office a call.

eMoney Tutorial

Orion Tutorial

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (803) 798-1988