--- title: Financial Advisor & Wealth Management Firm | Plymouth, Minnesota - Echo Wealth Management description: FC Wealth Solutions top financial advisors offering wealth & investment management. Devise financial plans for individuals and families across Westerville & --- ## [2016 Could Be a Bumpy Ride](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=140&catid=8&Itemid=257) January 22, 2016 In 2016, greater risks on a number of fronts are likely to increase the frequency and magnitude of volatility spikes for investors.  [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=140&catid=8&Itemid=257 "Continue Reading") ## [8 Tips for Teaching Teens Money Management](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=144&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/2d/image-from-rawpixel-id-937374-jpeg-min-2d06d30c.jpg) August 11, 2021 It seems like yesterday that my daughter, Nina, turned one year old and was an adorable, chubby little girl. Now, she’s a beautiful 15-year-old teen who loves reading, skiing, tennis, travel, choir, and piano. As a parent, I feel the urgency to teach her essential life skills before she goes off to college, especially around financial literacy and money management, which are critical for her success and happiness. So, this blog post is written for her and the teens in your life. Be sure to [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=144&catid=8&Itemid=257 "Continue Reading") ## [A Smarter Way to Protect Your Family and Wealth: Revocable Trusts for Minnesota Families](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=258&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/c2/Phuket-Thailand-March-2026-c25b0c1c.jpg) April 16, 2026 **Are You Fully Protected—Or Just Partially Planned?** For many high-income professionals and growing families, financial success brings complexity: - Equity compensation and concentrated investments - Young children and evolving family responsibilities - Increasing exposure to taxes—especially at the state level - A growing desire to protect and pass on wealth intentionally Yet, one of the most important elements of a complete financial plan is often overlooked: **how your wealth is structured to** [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=258&catid=8&Itemid=257 "Continue Reading") ## [Alternative Strategies That Work: Helping Investors Navigate Uncertainty](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=256&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/6c/ice-hocky-for-Jared-interview-part-2-6ce6e179.jpg) December 30, 2025 "The investment landscape has changed dramatically, and new strategies are constantly emerging," says Jared Johnson, CFP®, Wealth Manager and Shareholder at Echo Wealth Management. "Our role is to thoughtfully integrate innovative solutions that strengthen portfolios while staying aligned with each client’s long-term plan." [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=256&catid=8&Itemid=257 "Continue Reading") ## [Are Investment Advisory Fees Tax Deductible?](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=147&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/99/Are_Investment_Advisory_Fees_Tax_Deductible-990b972b.jpg) March 03, 2017 It’s tax season again, and a question we get from a number of clients after receiving their year end statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.” Congress did grant a tax deduction for certain investment expenses, but with anything to do with the tax code, the devil’s is in the details. Not to worry though, we’ll use this opportunity to settle the issue no matter your situation. [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=147&catid=8&Itemid=257 "Continue Reading") ## [Are You Paying Attention to Your Financial Dashboard?](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=149&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/17/update_your_financial_dashboard-min-17cfca86.jpg) December 06, 2021 Driving requires a glance at the dashboard on a regular basis to monitor all of the various gauges that let us know when things are on track and when we don’t have enough gas to get to our destination. The same is true for your finances. In our time together previously, we have driven through financial planning topics at a relatively high rate of speed. From investment planning, tax strategies, estate planning, and more, we’ve covered a lot of ground. Throughout this road trip, I’ve mentioned [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=149&catid=8&Itemid=257 "Continue Reading") ## [Attention Married Couples: How to Get in Sync with These Nine Essential Money Practices](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=150&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/e2/How_to_Get_in_Sync_with_These_Nine_Essential_Money_Practices-e2d130b7.jpg) February 09, 2022 Oh, the dichotomy of money talks with your spouse. They’re so vital to have, yet they are often uncomfortable. So, not surprisingly, most married couples aren’t properly communicating about financial habits and money values. When a couple marries, they bring their individual money values into the union, which can be as unique as their fingerprints. These values have been created over a lifetime, often through observing parents, and most people are deeply entrenched in them. The trouble is that [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=150&catid=8&Itemid=257 "Continue Reading") ## [Automating Finances – Finding What Works Best For You](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=127&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/8b/coffeecup-being-8b409b55.jpg) October 16, 2019 Have you ever wondered how to merge savings into your budget? What if there was a way to save efficiently without putting you in a panic about having enough money on hand to pay monthly expenses or for discretionary spending? Think about your spending habits for a second. Most of the time, we don’t even think twice about swiping a card or dishing out cash for smaller purchases and monthly expenses. If you live in an apartment, you pay rent. You might also have a car payment, utilities, or a [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=127&catid=8&Itemid=257 "Continue Reading") ## [Do You Know Your Financial Independence Day?](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=157&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/36/american-flag-fireworks-366d4f02.jpg) July 10, 2020 Independence Day is one of America’s favorite summer holidays. What is one of your favorite traditions on Independence Day: fireworks, hotdogs, parades? In this blog, I want to talk about another kind of Independence Day, your Financial Independence Day. If money and time were not an issue, what kind of activities would you be doing over the next twelve months? The day when work becomes optional—when you can choose to stop working and start doing those activities that you enjoy while [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=157&catid=8&Itemid=257 "Continue Reading") ## [Don’t Put it Off: A User-friendly Guide to Organizing Your Estate Plan](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=129&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/43/top-view-laptop-woman-4323063c.jpg) October 09, 2019 Nobody likes thinking about the end, or picking a guardian to raise your children, or having to pick which of your children would best at managing your money in your absence. But the thing about estate planning is, if you don’t do it, you *lose your say* in how things are handled when you pass away or if you are incapacitated and unable to speak on your own behalf. Without a will, your estate may end up in court, divvied up based on a judge’s decision—not your own. [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=129&catid=8&Itemid=257 "Continue Reading") ## [DYI or call your guy: Why do you need a wealth manager?](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=74&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/22/DYI_or_Call_Your_Guy_Picture-2239c2ad.jpg) February 02, 2023 **Doing pretty well** Picture this - I’ll be at a networking event, wearing a sticker name tag and holding a plastic glass of tepid water, and a guy with a bad suit and even worse haircut will, out of nowhere, shout, “I don’t get what you wealth managers do.  I do pretty well on my own just using the internet.”  And, before I can respond, he’s off to give his opinion again, rambling about the cheese tray to the hotel staff.  [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=74&catid=8&Itemid=257 "Continue Reading") ## [Echo and Steve Passed the CFA Level III Exam](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=158&catid=8&Itemid=257) August 30, 2016 When I founded Echo Wealth Management in early 2015, I had a vision in mind for my new company: take complexity out of wealth management while helping clients gain the confidence to follow their dreams.  And over the past 18 months, through investing in cutting edge technology, and bringing Steve Drost and Tyler Lodahl aboard as associate wealth managers, I am thrilled by what we have achieved together: over $59 million in assets under management and 50 clients.  In addition, I [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=158&catid=8&Itemid=257 "Continue Reading") ## [Echo Huang Featured on Brave by Design Podcast](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=117&catid=12&Itemid=260) ![](https://echowealthmanagement.com/media/yootheme/cache/28/Brave_by_Design_podcast_image_1282021-289e987a.jpg) January 29, 2021 Echo Huang recently sat down with the [Brave by Design](https://podcast.bravebydesign.net/) podcast to share her personal story and discuss financial planning for retirement.  [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=117&catid=12&Itemid=260 "Continue Reading") ## [Echo Huang is Featured by Winona State University News Center Today](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=159&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/bf/This_is_WSU_digital_sign_Echo_3122018_Medium_Size-bf0f10ed.jpg) March 12, 2018 We are pleased to announce that Echo Huang, CFA, CFP®, CPA was interviewed by Maddie Swenson from Winona State University recently and is featured today in the “This is WSU” campaign: [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=159&catid=8&Itemid=257 "Continue Reading") ## [Echo Huang Recently Spoke on the Lead Your Day with Merilyn Podcast](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=120&catid=12&Itemid=260) ![](https://echowealthmanagement.com/media/yootheme/cache/03/attachment-039fb273.jpg) June 25, 2021 Echo Huang recently sat down with [Merilyn](https://www.merilyn.com/) and her [Lead Your Day podcast](https://podcasts.apple.com/au/podcast/221-wealth-management-made-simple-with-echo-huang/id1493338330?i=1000526172944) to simplify wealth management and take the complexity out of finances.  [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=120&catid=12&Itemid=260 "Continue Reading") ## [Echo Huang was Recently Featured on the DPL Podcast](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=118&catid=12&Itemid=260) ![](https://echowealthmanagement.com/media/yootheme/cache/1d/echo-advisor-relation-thumbnail-1d62a812.png) April 12, 2021 Echo Huang recently sat down with DPL's Tim Rembowski for their podcast series: [Advisor Relations Podcast](https://www.dplfp.com/series/advisor-revelations-podcast).  [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=118&catid=12&Itemid=260 "Continue Reading") ## [Financial Advice for Married Couples: How to Get in Sync with Your Spouse](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=132&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/fc/joshua-ness--bEZ_OfWu3Y-unsplash-fcf55ab2.jpg) January 22, 2020 Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[[i]](https://echowealthmanagement.com/#_edn1) and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.   [[i]](https://echowealthmanagement.com/#_ednref1) [https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html](https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html) [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=132&catid=8&Itemid=257 "Continue Reading") ## [Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=167&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/ca/baby-feet-caf1bca9.jpg) August 25, 2021 In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities – many of which are financial. Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling a bit overwhelmed, use these steps as a guide to help you achieve financial [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=167&catid=8&Itemid=257 "Continue Reading") ## [From Plan to Action: How Echo Wealth Management Bridges Strategy and Execution](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=255&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/d0/Blue-1971-Corvette-d06002a2.jpg) December 23, 2025 "A financial plan is only as good as its execution," says Jared Johnson, CFP®, Wealth Manager and Shareholder at Echo Wealth Management. "My role is to make sure great strategy turns into real-world outcomes." With nearly eight years at Echo Wealth Management, Jared sits at the intersection of financial planning and investment execution. As a shareholder and a key steward of portfolio implementation, he helps ensure that every investment decision reflects not just market conditions, but each [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=255&catid=8&Itemid=257 "Continue Reading") ## [Happy 2nd Birthday Echo Wealth Management!](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=171&catid=8&Itemid=257) ![](https://echowealthmanagement.com/media/yootheme/cache/9a/2nd-birthday_312017-9ad5f2d1.jpg) March 01, 2017 With thankfulness and appreciation for my friends, family, team and clients, I am excited to celebrate the 2nd birthday of Echo Wealth Management today! It has been a satisfying journey over the past two years of building a strong foundation for the business that focuses on taking the complexity out of wealth management. We have been blessed with amazing client experiences and the supportive efforts from our centers of influence, including attorneys, CPAs, insurance agents, business operations [Continue Reading](https://echowealthmanagement.com/index.php?option=com_content&view=article&id=171&catid=8&Itemid=257 "Continue Reading")