Echo Wealth Management aims to take the complexity out of wealth management. At EWM, we believe that holistic financial planning is the foundation of financial success. Holistic financial planning synthesizes cash flow, asset allocation, investment management, retirement, insurance, estate and tax planning together into a personalized strategic plan. As members of an independent boutique wealth management firm, Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams. At EWM, we believe in upholding our fiduciary responsibility to act in the best interests of our clients at all times. We are intentional about offering an alternative to working with large institutions. Ideal Clients: We partner with individuals and families who recognize that growing and maintaining wealth is a guided and ongoing process. Our expertise is particularly valuable to the people who wish to be purposeful with their wealth to pursue their passions and dreams.
View Top Employees from Echo Wealth Management, LLCWebsite | http://www.echowealthmanagement.com |
Revenue | $654000 |
Employees | 6 (6 on RocketReach) |
Founded | 2015 |
Address | 3033 Campus Dr Suite W120, Plymouth, Minnesota 55441-2651, US |
Phone | (763) 432-7875 |
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Industry | Financial Services, Business Services General, Investment Management, Business Services, Planning for Corporate Executives, Stock Options, Personal Financial Planning, Risk Management, Tax Planning, Education Funding Planning, Retirement Planning |
Competitors | Charles Carroll Financial Partners, Covenant Wealth Advisors, Motz Wealth Management, Poulos Advisors, Inc., Radnor Financial Advisors, LLC |
SIC | SIC Code 736 Companies, SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies |
Looking for a particular Echo Wealth Management, LLC employee's phone or email?
The Echo Wealth Management, LLC annual revenue was $654000 in 2024.
6 people are employed at Echo Wealth Management, LLC.
Echo Wealth Management, LLC is based in Plymouth, Minnesota.
The NAICS codes for Echo Wealth Management, LLC are [56, 561110, 561, 56111, 5611].
The SIC codes for Echo Wealth Management, LLC are [736, 73, 874, 87].