Secure Today.
Ready for Tomorrow.

Simplifying financial planning with personalized strategies for every stage of life.

Explore Our Services

Meet Our Team

Start Your Financial Journey

Echo Wealth Management is a team of fee-based independent financial advisors dedicated to providing personalized and integrated financial planning services to clients in Minneapolis-St. Paul, MN, and beyond.

Integrated Financial Planning

Comprehensive strategies aligning investments, tax, and estate planning with your goals.

Proactive Communication

Regular updates and expert insights to keep you informed and confident.

Real-Time Visibility

Gain clear insights into your progress with the Echo Dashboard and app.

Personalized Service

Dedicated advisors who understand your unique needs and provide concierge-level support.

Why Choose Echo Wealth Management?

Echo Wealth Management empowers professionals and entrepreneurs to build wealth with confidence. Our advisors offer expert, personalized financial planning and investment making sure clients feel secure today and ready for tomorrow.

What Makes Us Different:

Personalized Investment Management: You get investment management, tax strategies, and estate planning that cover every part of your financial future.
High-Touch Service: You receive proactive financial guidance that works seamlessly with your legal, tax, and insurance experts.
Clear and Accessible: You have real-time financial insights at your fingertips with the Echo Dashboard and App.

We see financial planning as more than managing money—it’s about helping you achieve your life goals. If you need an advisor to simplify your financial world and keep you prepared, let's talk.

learn more

schedule a discovery call

Meet Echo

"At age 20, I left my little corner of the world and flew across the broadest ocean in the world with just $800 in my pocket, a yearning for adventure in my mind, and with excitement and curiosity in my heart for my new life in the land of opportunities."

Echo Wealth Management, LLC, is a new company that I started in 2015 to serve successful professionals and entrepreneurs by putting insight into action. It embodies my passion for helping people plan for their financial future. I believe that holistic financial planning is the foundation of financial success.

schedule a call with echo

Let's Connect

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.

Secure Today. Ready for Tomorrow.