Our Team

Echo Huang, CFA, CFP^®, CPA

PRESIDENT & FOUNDER

For Echo Huang, wealth management is more than just managing money—it’s about guiding you toward financial clarity and confidence.

“At Echo Wealth Management, we don’t just build financial plans—we build relationships. We help people take control of their future and live life on their own terms. That’s what true wealth is all about.”

learn more about echo

schedule a call with echo

Jared Johnson

WEALTH MANAGER & SHAREHOLDER

Jared leads portfolio management, trading, and financial planning offering tailored advice for each stage of life.

“There’s a lot of information out there. I work to provide you with a clear, actionable plan you can trust.”

Learn more about Jared

Justin Edwards

ASSOCIATE WEALTH MANAGER

Justin delivers knowledge and care working with your legal, tax, and insurance professionals for seamless solutions.

“Our big-picture approach makes us more

than advisors. We're partners in your success.”

Learn more about Justin

Erik Nelson

CLIENT SERVICES ASSOCIATE

Erik oversees account setup, compliance, and client support to help clients achieve their financial goals effortlessly.

"Wealth management has many moving parts. I ensure everything runs smoothly so clients can focus on their goals."

Learn more about Erik

Let's Start a Dialogue

Managing your wealth is a very personal subject,
one we should discuss in a more personal setting.
Your time is valuable.

Before you visit our office in Plymouth, please schedule this complimentary 30 minutes Discovery Call (Zoom Video) with a member of our team to share your financial planning needs. Our team member will let you know if you should schedule a 60 Minute FIT Meeting with Echo.