ECON Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0+: 0.60% +: up to 1.75%
$350 - $500 per hour
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
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 and holds Series 63 and Series 65 licenses. Outside of advisory work, he serves as president of ECON Properties, LLC, a real estate-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management, employing a disciplined, active, team-based investment process that includes a range of strategies tailored to client goals and risk tolerances.
Jacob A
Series 65
Harrisburg, PA
ECON Wealth Management
Jacob Artz is a financial advisor at ECON Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at ECON Wealth Management since 2020. Outside of his advisory role, he has been affiliated with Saint Joseph's University since 2016. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more while accommodating a range of client sizes. The firm employs a disciplined, active, team-based investment process with in-house asset management and offers a variety of strategies tailored to individual goals and risk tolerances.
Ryan T
Series 65
Harrisburg, PA
ECON Wealth Management
Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.
Brian Z
CFP®, Series 65
Harrisburg, PA
ECON Wealth Management
Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)