At MoneyTrax, we believe there’s often more financial opportunity in avoiding losses than in chasing higher returns. Our mission is to help financial professionals communicate and quantify this philosophy in ways that build trust and transform client outcomes.
Founded in 1994 by Don Blanton, MoneyTrax has gained national recognition for its innovative financial planning philosophy, intuitive presentation software, advanced training, and practical marketing tools. Since its inception, MoneyTrax has equipped thousands of advisors nationwide to better serve their clients—empowering them to expand their clients’ Circle of Wealth® through education, clarity, and confidence.
The Circle of Wealth® system goes beyond traditional retirement and investment advice, which often focuses only on “nest eggs” and chasing rates of return. Instead, it introduces a fresh approach: helping families identify and recover wealth that’s being unknowingly and unnecessarily transferred away.
Using the system’s powerful analysis and communication tools, advisors can uncover wealth transfers hidden within everyday financial decisions—such as mortgage payments, taxes, qualified plans, consumer debt, and insurance structures. By revealing these opportunities, advisors help clients make smarter choices, reduce financial stress, and accelerate long-term growth.
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