FEE-ONLY · FIDUCIARY · AUSTIN
Helping you protect and grow your wealth so you can focus on your business, your family and your passions.
Coordinate your wealth across every
discipline.
For affluent families with $2M-$30M in assets -tax-
efficient income, generational transfer, and asset
protection working together.
SEE HOW WE SERVE FAMILIES →
Treat your money like a business.
Tax strategy, exit planning, and integrated wealth
management for owners, partners, and 1099 professionals.
SEE HOW WE SERVE OWNERS →
As Seen In
How We Work
Proactive, year-round. Not a return prepared in April.
Tax-aware, fiduciary investment management.
One team coordinating every financial decision.
Entity structure, insurance, and estate — built into the plan.
Our Clients Say It Best
What We Do
Cohesive strategies to unify Liquidity Planning, Tax Strategy, Asset Protection and Wealth Management
Coordinate your wealth across every
discipline.
For affluent families with $2M-$30M in assets -tax-
efficient income, generational transfer, and asset
protection working together.
Treat your money like a business.
Tax strategy, exit planning, and integrated wealth
management for owners, partners, and 1099 professionals.
Fiduciary
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.
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.
A Better Way
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.
You build the business. We coordinate the wealth that comes from it.
Continuously managed across tax, investment, and planning windows — not once a year at tax time.
Asset protection, entity structure, and insurance positioned to shield what you've built.
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Ready for a conversation?
Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
