Why Work With A Holistic Independent Firm


Echelon's Holistic Guidance


  “Coordination vs. Fragmentation”

In order to achieve financial health, we believe you need a holistic management approach that addresses spending and saving, investment management, debt management, insurance, taxes, estate planning, employee and government benefits, and every other aspect of your overall financial status.



Advice You Can Trust. Independent financial professionals are not bound to any family of funds, investment products, or services. This helps to provide clients with confidence  that the products and services recommended by their advisors are in their best interests.

Relationships Built on Accountability. To best serve their clients, independent financial professionals often seek to develop deep personal relationships, so as to fully understand each client’s specific needs and goals. What’s more, because professionals are entrepreneurial business owners, they value their client relationships and hold themselves accountable to their clients.

Deep Expertise That Caters to Your Needs. Acting as financial quarterbacks, we help clients come up with a financial game plan that looks at the big picture, no matter how complex their financial needs. While some independent advisors concentrate on specific investment strategies, others can assist with comprehensive services, offering a high level of expertise on financial planning, estate planning strategies, complicated tax situations, charitable giving, intergenerational wealth transfer, and more.