What is a Buy-Sell Agreement?
Buy-sell agreements are legally binding documents between business partners that govern how business interests are...
WHAT MAKES US DIFFERENT? About Echelon Financial
Remember that our team is always just a phone call away. Toll Free: 1.800.796.5690
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.
Fiduciary Standards:
Fiduciary Standards and Transparency Standards for your protection on your portfolio.
Our clients count on our decades of experience. Ultimately, they turn to us for the peace of mind that comes from knowing that all facets of their wealth are aligned and optimized to support the life they have created.
FIDUCIARY STANDARDS
Transparency Standards for your protection on your portfolio.
- Embrace the legal fiduciary obligation to place Clients’ interests first
- Deliver comprehensive financial planning
- Provide fee-only advice
- Do not accept commissions
- Be transparent on client costs, fees, and terms
- Provide transparency on portfolios and investments
- Remain independent from any bank, broker dealer, insurance provider, or custodian
- Measure client performance returns using independent third parties
- Do not create products to sell or price any public securities
- Do not physically hold or possess any client assets, securities, or money
“We are business owners. We understand your world. We’ve seen what works. We know what doesn’t. We’ll flatten your learning curve and help you make the right decisions so you can live a rich life.”
Austin’s Premier Fiduciary Financial Advisors Echelon Financial is an independent firm who puts our client’s best interests (what is called a fiduciary responsibility) at the forefront of our work.
Independent
We Work For You and No One Else
Credentialed
Licensed Financial Advisors
Fee-Only
No Commissions
Get to Know Our Experienced Team
Chris Wilbratte
Founder and Partner
Jim Morano
Partner and CPA
Joe Osborn
Partner and CPA
Kyle Getzen
CPA
Angie Barron
Office Manager
Ajay Hingu
Tax Preparer
Kelly Manzano
Executive Assistant and Client Services
We make sure all the members of your team are communicating and are focused on the strategies to optimize your families future so that you can continue to grow as an entrepreneur and put 100% into growing your business.
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