Getting Crypto Right on Tax and Estate Planning

Echo45 Founder Jon Henderson was featured in Financial Advisor IQ discussing the growing demand for crypto investing and the importance of fiduciary oversight. As more investors explore Bitcoin and Ethereum exposure through ETFs and professionally managed accounts, Jon highlights the risks of self-custody and the need for thoughtful allocation within a diversified portfolio. At Echo45, we help clients access digital assets through structured, compliant strategies designed to reduce unnecessary risk while maintaining long-term discipline.

The Real Risk of Cryptocurrency

Bitcoin’s Record Rally Prompts Advisors to Take a Second Look

How Jon Henderson Found Freedom, Growth, and the Right Custodial Partner in Altruist

Comprehensive Financial Planning with Jon Henderson

Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Ask and Advisor: Clients Want to Know Why Bitcoin Matters

“Advisors Take Smart Steps To Hit The Ground Running In A New Year”

“The role of cash in a Portfolio”

“Breakaway Merrill Lynch Advisor Starts New California RIA”

Echo45 Advisors Launches Independent Advisory Practice With Support From TruClarity Management Solutions

Merrill advisor managing $148m starts California RIA

Echo45 Advisors Launches Independent Advisory Practice