ECHELON Partners: Transforming Succession Planning and M&A for the Wealth Management Industry Through a Total Platform Approach

Why ECHELON

Wealth management today is changing rapidly – Wealth advisors need customized solutions from true industry experts to prepare for the orderly transition of their firms so that they, their clients and staff will be taken care of while being able to monetize their years of hard work

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Our Total Platform

We provide unparalleled services including M&A advisory, valuation, consulting, and investment banking. Leverage our industry leading databases of buyers, proven processes, research reports, innovative financial models, legal documents, and actionable solutions.

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Our Team

Our professionals are leaders in the wealth management industry – former wealth advisors, investment bankers, private equity managers, buy-side researchers, legal experts – dedicated to creating unique and powerful solutions for our clients.

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Our Brochures

For clients, prospects, and partners ECHELON has developed several brochures on its various products and services. These documents provide all the necessary details related to who, what, when, why, and how.

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