Econ Wealth Management logo

Econ Wealth Management

Updated today

Client AUM

$229,592,444

Clients

337

Advisors

4

of 7 employees

About

Econ Wealth Management serves individuals, families, trusts, charitable organizations and institutional clients, with a stated niche in managing accounts of roughly $250,000 or more while offering service levels for a range of client sizes. The firm provides personalized financial planning and in-house asset management across stocks, bonds, ETFs and mutual funds, and also advises clients on retirement-plan rollovers and offers participant education.

The firm applies both fundamental and technical analysis within a disciplined, active, team-based investment process, documenting objectives in an Investment Policy Statement and a Guided Portfolio Structure for each client. EWM typically manages client assets on a discretionary basis, emphasizes regular client communication, and tailors allocations and trading horizons to individual goals and risk tolerances.

Compared with many peers, EWM manages all assets internally rather than using third-party managers and discloses use of a range of less-common strategies and vehicles — including short-term trading, short sales, margin, options, interval funds, REITs and MLPs — when suitable for a client’s risk profile. The brochure also notes an hourly planning option and explicit rollover fiduciary guidance, reflecting service offerings and strategy complexity that may be greater than is typical for similar team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

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Fee options

Percentage

$0+: 0.60% +: up to 1.75%

Project-based

$350 - $500 per hour

Other

Account minimum: $250,000

Main office

4755 Linglestown Road, Suite 204

Harrisburg PA 17112

Advisors at this office

4

Most active in

Florida · New Hampshire · Pennsylvania

Also doing business as

Econ Financial Services Corporation · Econ Wealth Management · Econ Wealth Management LLC · Edinburgh Wealth Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven E

CFP®, ChFC®, Series 63, Series 65

Harrisburg, PA

Econ Wealth Management

Steven Economopoulos is a CFP® and ChFC® with 21 years of industry experience. He has been with Econ Wealth Management since 2015. Outside of his advisory role, he serves as president of ECON PROPERTIES, LLC, a real estate-related business. Econ Wealth Management provides personalized financial planning and in-house asset management for individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a disciplined, active investment process and manages assets internally, offering a range of strategies including short-term trading, options, and alternative vehicles tailored to client risk profiles.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Jacob A

Series 65

Harrisburg, PA

Econ Wealth Management

Jacob Artz is a financial advisor at Econ Wealth Management in Harrisburg, PA, holding a Series 65 designation with three years of industry experience. He has worked at Econ Wealth Management since 2020 and previously spent time at Comprehensive Financial Associates and Explosive Sports Performance. Artz is also affiliated with Saint Joseph's University. Econ Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts around $250,000 and above. The firm offers personalized financial planning and in-house asset management through a disciplined, active, team-based investment process, managing all assets internally and employing a range of strategies tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Ryan T

Series 65

Harrisburg, PA

Econ Wealth Management

Ryan Troup is a financial advisor with ECON Wealth Management, holding a Series 65 designation and three years of industry experience. Prior to joining ECON Wealth Management in 2021, he was involved with Multiply Ink and operated Press Yourself Tees. Outside of finance, he is a partner at Big Hitter Sports, LLC, a company that designs and sells sports uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on managing accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using fundamental and technical analysis within a disciplined, active, team-based process.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Brian Z

CFP®, Series 65

Harrisburg, PA

Econ Wealth Management

Brian Zellers is a CFP® with six years of industry experience, currently serving as a financial advisor at ECON Wealth Management since 2019. Prior to his advisory role, he worked for ten years with the Central Dauphin School District. Outside of his professional duties, he volunteers as a baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of roughly $250,000 or more. The firm provides personalized financial planning and in-house asset management, applying both fundamental and technical analysis within a disciplined, active, team-based process.

Active portfolio management Options & derivatives strategies Real estate investing
View complete list of advisors at this firm
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