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Advising Entrepreneurs, Executives and High Net Worth Individuals

Helping you protect and grow your wealth so you can focus on your business, your family and your passions.

Advising Entrepreneurs, Executives and High Net Worth Individuals

Helping you protect and grow your wealth so you can focus on your business, your family and your passions.

As seen in
AOL
Yahoo Finance
MoneyWise
NASDAQ
Kiplinger
As seen in
MoneyWise
Yahoo Finance
Kiplinger
AOL
NASDAQ

WHY WORK WITH ECHELON FINANCIAL?

The stories, scenarios, and events portrayed in this video are entirely fictional and intended for illustrative purposes only. They do not reflect the actual experiences of any individual and should not be interpreted as testimonials or endorsements of Echelon Financial or its advisory representatives. Past performance, professional background, and investment strategies discussed do not guarantee future results. All investments carry inherent risks, including the potential for loss.

WHY WORK WITH ECHELON FINANCIAL?

The stories, scenarios, and events portrayed in this video are entirely fictional and intended for illustrative purposes only. They do not reflect the actual experiences of any individual and should not be interpreted as testimonials or endorsements of Echelon Financial or its advisory representatives. Past performance, professional background, and investment strategies discussed do not guarantee future results. All investments carry inherent risks, including the potential for loss.

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.

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.

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.

Services We Offer

Cohesive strategies to unify Liquidity Planning, Tax Strategy, Asset Protection and Wealth Management

Services We Offer

Cohesive strategies to unify Liquidity Planning, Tax Strategy, Asset Protection and Wealth Management

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.

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.”

S.H.

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.”

A.B.

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.”

A.C.

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.”

P.V.

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.”

T.S.

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.”

T.S.

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!”

C.H.

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.”

A.B.
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.”

S.H.

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.”

A.B.

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.”

A.C.

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.”

P.V.

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.”

T.S.

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.”

T.S.

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!”

C.H.

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.”

A.B.

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Get The 1st Chapter FREE!

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.

Get The 1st Chapter FREE!

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.

As seen in

Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Contact

Address: 4201 Bee Cave Road Suite C-101, Austin, TX 78746
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com

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Our Services

Tax Strategy
Wealth Management
Personal CFO
Asset Protection
Exit Planning
Tax Preparation
Goal Based Planning
Bookkeeping / Accounting

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. ces

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