A complete list of active advisors currently associated with Echelon Virtual Family Office, LLC

Warmer can help you find a great advisor at Echelon Virtual Family Office, LLC or one who fits your needs even better.

Echelon Virtual Family Office offers ongoing asset management and financial planning and consulting to a range of clients, including individuals, small businesses, trusts, estates, high‑net‑worth individuals, pooled investment vehicles, and charities. Services include discretionary portfolio management, tailored investment strategies, and project‑based financial planning engagements. The firm’s investment process incorporates both fundamental and technical analysis and typically uses ETFs and mutual funds alongside model portfolios available through third‑party platforms. Accounts are generally managed on a discretionary basis, with periodic reviews that address risk tolerance, rebalancing opportunities, and tax‑loss harvesting, and the firm may appoint sub‑advisors to manage portions of client assets. Noteworthy distinctions include the firm’s affiliation with insurance activities: its advisory representatives are licensed insurance agents who may receive commissions and dedicate a portion of their time to insurance sales, a relationship the brochure discloses as a potential conflict of interest. The firm also operates as a virtual family office and maintains platform relationships (including with Betterment and Altruist) that provide execution, custody, and practice‑management support and that the brochure identifies as economic benefits to the firm.

To learn more about the advisors currently working at Echelon Virtual Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.