ECON Wealth Management logo

ECON Wealth Management

Updated today

Client assets under management

$229,592,444

Clients

337

14% high-net-worth

Advisors

4

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

84

High

Average account size

$681,283

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 location

ECON Wealth Management

4755 Linglestown Road, Suite 204

Harrisburg PA 17112, United States

Number of offices

2

Most active in

Florida · New Hampshire · Pennsylvania

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 20 years of experience in financial advising. He is a principal at ECON Wealth Management, where he has worked since 2015. Outside of advising, he serves as president of ECON PROPERTIES, LLC, a real estate investment-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts typically around $250,000 or more. The firm offers personalized financial planning and in-house asset management, employing both fundamental and technical analysis within a disciplined, active, team-based investment process, and manages all client assets internally.

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 with a Series 65 credential and three years of industry experience. He has worked at ECON Wealth Management since 2020 and previously held roles at Comprehensive Financial Associates and Explosive Sports Performance. Artz also has an ongoing affiliation with Saint Joseph's University. 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 using a disciplined, active, team-based investment process that incorporates both fundamental and technical analysis.

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
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