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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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What is a Buy-Sell Agreement?
Posted by Chris Wilbratte - June 21, 2023
Buy-sell agreements are legally binding documents between business partners that govern how business interests are...
Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
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Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.
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Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.
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