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SERVING THE UNIQUE NEEDS OF CEO FOUNDERS, BUSINESS OWNERS, ENTREPRENEURS, AND PARTNERS
Built for Business Owners and Entrepreneurs
We are business owners and entrepreneurs.
We live and breathe the challenges and opportunities you face every single day.
We use the same strategies we recommend for our clients.
Treat Your Money Like A Business…
These principles free you to focus on building your number one asset: your business. As your wealth grows, so does the complexity of managing taxes, asset protection, investments, and estate planning.
We free you to focus on your area of genius when you leverage our family office services.
- Focus On Your Zone Of Genius: Your Business
- Your Money Is Always Working For You 24/7
- You Earned It. Protect It.
LEARN WHY TAXES IN RETIREMENT ARE DIFFERENT
THAN WHEN YOU ARE WORKING
Fiduciary
We’re legally required to put your needs first!
Founded for the benefit of clients, Echelon Financial is an independent Austin-based Registered Investment Advisory Firm. We are committed to putting client interests first and to stewarding both wealth and wellbeing for those we serve. We have a singular measure of success: the results we get for our clients.
Why Hire a Fee-Only Advisor:
- No Commissions
- Experienced Professionals
- Transparent Pricing
- Credentialed Advisors
Our clients count on our decades of experience for more than world-class investment management. More than in-depth retirement planning. Ultimately, they turn to us for the peace of mind that comes from knowing that all the moving parts of their wealth are aligned and optimized to obtain the life they want.
Our Client Says it Best…
They have saved me six figures in taxes…
“Chris and Echelon helped me navigate the transition from being an employed physician (W2 income) to a contract one (1099 income) by setting up my LLC, formulating tax strategies, along with handling all aspects including maintaining payroll and my cash balance retirement plan. They have saved me six figures in taxes, and have been a financial quarterback for me along the way for many other issues. I would recommend them for physicians looking for tax and financial advice.”
They have saved me six figures in taxes…
“Chris has been a great advisor over the last decade, from when we started a family to a major life transition now. He’s walked me through products I need (and those I don’t), and helped me think through taxation and business planning for my goals. I’m so grateful.”
They have saved me six figures in taxes…
“I’ve known Chris for over a decade and he has managed my accounts for just as long. He’s extremely informative and patient when explaining the strategies he will be executing. I am very satisfied with the level of service and how quickly he responds to any questions or concerns I have. Even through these past few years he has kept me informed with the current market and eased any concerns I have with my accounts. I highly recommend him to everyone I know and have complete trust in him. Lastly, he’s just a really good guy.”
They have saved me six figures in taxes…
“Chris Wilbratte at Echelon has provided me with years of guidance on a wide range of financial matters. His experience and expertise with navigating the financial aspects of life events has been for me, personally, priceless. He has gone out of his way on multiple occasions to assist with aspects of these transitions by offering sound advice and options based on his knowledge of financial policies. He’s always been both willing and able to lay out options in detail and speak to how each option will play out. I’d recommend Chris, without hesitation, for all things financial – to anyone with financial goals.”
I am especially thankful for his ability to maximize my gains…
“I have been a client of Chris Wilbratte and Echelon Financial for many years, and Chris has become a personal friend. Chris’s knowledge of tax strategy, financial vehicles, retirement planning, and many other areas of wealth management have proven to be invaluable. As a physician, I am especially thankful for his ability to maximize my gains through his experience and insight.”
I am especially thankful for his ability to maximize my gains…
“Chris and the Echelon team have been incredibly helpful with my tax strategy and preparation. They were able to move swiftly and meet deadlines. I would recommend them to other business owners.”
I am especially thankful for his ability to maximize my gains…
“We have been working with Chris Wilbratte at Echelon Financial for nearly ten years now and couldn’t be happier. Chris has become like family. He is professional, understanding, knowledgeable, and very relatable. He always makes time to meet with us to walk through our finances and investments and offer advice. Chris takes the time to explain everything and constantly helps us make the right decisions to secure our financial future. He has helped us develop our financial plan tailored to our financial goals and retirement objectives. He also holds our Wills and understands our wishes for our son should something happen to us, and that is a huge piece of mind to know that Chris will make sure that he is taken care of.
There are no hidden commission fees; he is honest, transparent, and has his client’s best interests in mind. We also use Echelon Financial Tax and CPA services for our personal and business taxes, and Kyle, the CPA, is incredible and knowledgeable about tax laws.
I am so happy we have Chris and his fantastic team for our financial and accounting needs, and I have recommended his services to friends and family. Give them a call today!”
They have saved me six figures in taxes…
“I’ve worked with Chris and his team for the last 12 years. He has been a phenomenal sounding board and provided great and selfless advice. He has steered me away from things that would’ve made him money but we’re in my best interest because he knew my long-term goals. I trust him and recommend him to people I know regularly.”
Read Our Articles
Net Unrealized Gain
Net Unrealized Appreciation (NUA) in Retirement Planning: The Hidden Tax Strategy That Could Save You Thousands Introduction When it comes to tax-efficient retirement strategies, most investors focus on [...]
Unlocking the Power of Real Estate Depreciation: A Tax Strategy Every Investor Must Know
Introduction When it comes to real estate investing, tax strategies can be just as important as property selection. Depreciation is one of the most powerful tax advantages available to [...]
Strategic Tax Planning: How to Keep More of What You Earn
Introduction Tax planning is more than just filing your returns correctly each year. It's about making financial decisions throughout the year that minimize your tax burden legally and sustainably. [...]
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CRACKING THE CODE: Unlocking Tax Savings For Business Owners
The tax code is over 6700 pages and when you include the federal tax regulations and the official tax guidance, it’s about 75,000 pages.
We use our step-by-step process to zero in on the tax strategies to which you are legally entitled and that will provide the largest savings to you.
This saves you time and money.
