Clients want and deserve the best in overall services, industry knowledge, relationships, and senior-level experience. In the complex world of wealth advisors, investment product developers and distributors, we believe no other firm offers a higher set of skills, expertise, and mission-critical advice to leading CEOs and industry decision makers. When you want to explore your firm’s highest potential, consider ECHELON Partners’ full suite of investment banking, consulting, and valuation services. With years of transaction experience on some of the most strategic transactions in the industry, we bring our unique approach to your firm to maximize value to your shareholders.
- Our services include investment banking, management consulting, valuation, and board advisory.
- Our resources include research reports, legal contracts, databases, financial models, and tools and technologies.
- Our team consists of experienced professionals dedicated to helping you build a great financial services company.
Carolyn Armitage, CFP®, CIMA® | Managing Director
1500 Rosecrans Ave., Suite 416, Manhattan Beach, CA 90266
Phone 888.560.9027 ext. 303 | Cell 310.948.8912