A New Generation of Wealth Management
Independence & Freedom
Back in the day, when we started advising people, we joined a big firm to be able to leverage 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 speed.
What’s Most Important
As an independent RIA, Echo45 has the flexibility and the freedom to tap the latest technology and solutions to efficiently tailor a plan and a portfolio that address what’s most important in your life. In other words, Echo45 provides modern wealth management. What better way to meet your goals than the combined resources of a CERTIFIED FINANCIAL PLANNER™ professional armed with the most advanced technology?
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 the name to represent having the freedom to live life on your own terms.