The Sky’s the Limit
Independence & Freedom
Back in the day, when we started advising, we joined a big firm to be able to tap the best in technology and offerings. Now, with FinTech moving so fast, we created Echo45 Advisors as a registered investment advisor (RIA), so we can implement the latest planning and investment software solutions with intelligence and speed.
What’s Most Important
As an independent RIA, Echo45 Advisors has the flexibility and the freedom to leverage the latest technology and strategies to efficiently tailor a plan and a solution that address what’s most important in your life. What better way to meet your goals than the combined resources of a fiduciary armed with the most advanced technology and latest investments?
What’s in a Name
Echo45 (E45) is the call sign for Pine Mountain Lake Airport, the airfield the firm’s founder, Jon Henderson, flies into from the San Francisco Bay Area on his travels to Yosemite and beyond. We chose this name to represent the freedom to live life on our own terms. Through Echo45, we convey our stratospheric excitement in bringing you the latest strategies and investments, including cryptocurrency, to support you in pursuing your purpose.
WHY ECHO45 ADVISORS
We take a different approach to wealth.
Here’s how:
Fee-only Fiduciary.
As your independent advisor and fiduciary, we have the freedom as well as the responsibility to do what’s right by you. We have your best interest in mind, and we have your back.
Open.
Open to new ideas and new ways, we’re always seeking the best solutions to help you reach your goals.
Creative.
We are unorthodox problem solvers, looking at situations from different angles so we can offer relevant solutions.
Accessible.
Believing that the best advice comes from mutual respect and understanding, our team approaches service and solutions with care and clarity.
Communicative.
We provide concierge service through your communication channels of choice so you’re comfortable telling us what we need to know.
Collaborative.
We work with you and your other trusted advisors, like accountants, lawyers and insurance experts, to help ensure life and finances are well-aligned and well-planned.
Forward-looking.
We keep a constant eye to the future to leverage the latest technology and investment options to support you in meeting your mission.
Tech-stacked.
By being at the forefront of FinTech, we are able to provide advice the way we all want: with objectivity, speed, low costs and increased options.
Community-aware.
We are grateful for living and working in the San Francisco Bay Area, and work to give back to our community.
How we work.
We balance software with service. We use technology to take care of business so we can take care of you. While technology is at the core of everything we do, you are at the heart of what we do.
High-Tech & High-Touch
We provide you with what we believe are the latest and best in strategies, service and technology. We are always exploring new investment options and technologies to provide you with the most efficient and effective solutions for financial planning, tax planning and investment management. While technology provides the horsepower in the background, every Echo45 Advisor client benefits from our high-touch client concierge services, innovative investment techniques, and a full view of all your accounts and documents in one secure place.
Client Concierge Services
We go the extra mile to proactively support you in addressing your questions, administrative tasks, and information and status requests. In this way, you can stay informed on your finances and in step with your advisor. We want you to feel like family and take the guesswork and complexity out of your financial life.
