Investment Management and Financial Planning Services

About 

We help people like you make smart financial decisions so that you can focus more on living a fulfilling and meaningful life. Our fiduciary relationship with you means that we will act in your best interest at all times. We believe that the services we provide our clients in helping them gain control over their financial future is priceless.

  • Financial Advice
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Financial Plans
  • Fiduciary Role
  • Wealth Management software access with document storage vault
  • Collaboration with your attorney and tax advisor
  • Fee-based financial services

Transparency is important in everything we do. By receiving compensation through a fee-based structure based on assets managed, we are able to provide objective investment advice. The associates of Echelon Group are proud to be partnered with KMS Financial Services, INC. as our registered broker dealer and an SEC Registered Investment Adviser based in Seattle WA. KMS provides valuable resources, training and support services to the associates of Echelon Group and our clients.

Connect with our team!

Email Us Schedule a Meeting 208.345.9944

Connect with our team!

Email Us Schedule a Meeting 208.345.9944