Echo Wealth Management, LLC

10/01/2026

We're excited to share that Echo Wealth Management has merged with Cerity Partners.

Since our founding in 2015, we've been committed to helping our clients, including corporate executives navigating equity compensation and complex financial decisions, achieve clarity and confidence in their financial lives through integrated tax, estate, insurance, and investment planning. That commitment remains unchanged.

"Joining Cerity Partners allows us to build on everything we've created at Echo—the personalized, high-touch approach our clients count on—while giving them access to a much broader set of resources and expertise," said Echo Huang, Founder of Echo Wealth Management.

Our clients will continue working with the Echo team they know and trust, now supported by Cerity Partners' broader national team and expanded capabilities across financial planning, investment, tax, estate, business, and retirement solutions.

Thank you to our clients, colleagues, and community for your continued trust. We're proud of what we've built together in Minnesota and excited for what's ahead as part of Cerity Partners.

Learn more: https://lnkd.in/e4_VGdcG

04/16/2026

Echo Wealth Management included on USA TODAY’s Best Financial Advisory Firms 2026 List!

Plymouth, Minnesota, April 16, 2026 – Echo Wealth Management has been awarded on USA TODAY’s list of the Best Financial Advisory Firms 2026. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 15th, 2026, and can be viewed on USATODAY.COM.

The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the United States based on two dimensions:

*Recommendations from financial advisors, clients, and industry experts:
Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable.

*Development of Assets under Management (AUM):
Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly available data.

Based on the results of the study, Echo Wealth Management is ecstatic to be recognized on USA TODAY’s list of the Best Financial Advisory Firms 2026.

Statista publishes hundreds of worldwide industry rankings and company listings with high-profile media partners. This research and analysis service is based on the success of statista.com, the leading data and business intelligence portal that provides statistics, relevant business data, and various market and consumer studies and surveys.

12/29/2025

“A financial plan is only as good as its ex*****on.”

In our latest blog, Jared Johnson, CFP®, Wealth Manager and Shareholder at Echo Wealth Management, shares how Echo Wealth Management bridges the gap between strategy and action.

From a team-based approach to disciplined portfolio ex*****on—and the Echo Dashboard as a real-time roadmap—this behind-the-scenes look shows how Echo Wealth Management helps clients stay confident, informed, and ready for whatever comes next.

📖 Read the full blog: https://bit.ly/4pUlvlt

📅 Schedule your complimentary Discovery Call with one of our associate wealth managers before the FIT meeting with a wealth manager: https://bit.ly/3YM3SZc

10/29/2025

How does the One Big Beautiful Bill affect your estate plan—especially if you live in Minnesota?

New federal tax laws raised the estate and gift exemption to $15M per person starting in 2026. Sounds great—unless you live in Minnesota, where the exemption remains just $3M per person.

In our latest blog, Echo Huang, CFA,CFP®,CPA, shares three proactive strategies she uses with Minnesota clients to help them avoid state estate tax pitfalls:

✅ Spousal Lifetime Access Trusts (SLATs)
✅ Credit shelter trusts to capture state estate exemptions
✅ Annual exclusion gifting

Echo Wealth Management helps clients secure today and stay ready for tomorrow—by simplifying complexity and planning ahead.

📖 Read the full blog: http://bit.ly/4okdzJC

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10/14/2025

As the year wraps up, it’s the perfect time to revisit your insurance coverage.

In our latest Echo Wealth Management blog, Justin Edwards, Associate Wealth Manager, discusses insurance at different life stages and when a review is warranted. “The ultimate goal is protecting your assets and protecting yourself for the long-term.”

Justin also shares a personal story that shaped his commitment to becoming a trusted financial advisor.

👉 Read the full blog to see how Justin approaches insurance planning for each life stage:

https://bit.ly/42ExwlC

05/09/2025

We’re celebrating the continued success of Own Your Future by our founder, Echo Huang!

This book continues to empower readers to take charge of their financial journey—with clarity, courage, and a plan.

💜 If you're ready to turn your story into strength, start here.

🔗 https://www.amazon.com/Own-Your-Future-Immigration-Financial/dp/1642250880

05/06/2025

We're honored to be named one of America's best financial advisory firms by USA Today and Statista!

This national recognition reflects our unwavering commitment to providing personalized financial guidance, concierge-level service, and innovative tools that help our clients feel secure today and ready for tomorrow.

You can learn more here:
https://www.echowealthmanagement.com/resources/news/news

03/31/2025

🎉 Echo Wealth Management Celebrates 10 Years! 🎉

From our very first client meeting to this incredible milestone, our journey has been built on trust, relationships, and a shared vision of financial confidence.

Thank you to everyone who joined us to celebrate 10 remarkable years of growth, gratitude, and partnership. This recap video captures the heart of what makes Echo Wealth Management special: our amazing clients, passionate team, and unwavering commitment to helping you feel secure today and ready for tomorrow.

💬 Hear from clients, meet our team, and see the highlights from an unforgettable celebration.

🎥 Watch the video here: https://youtu.be/qYa9JWU_v6w?si=l5dClCk-NyctfYPJ

Here's to the next chapter—together. 💙

Celebrating 10 years of Echo Wealth Management, LLC with about 100 clients, allied professionals, and friends at ATRIA Corporate Center atrium, in front of o...

03/01/2025

Celebrating 10 Years Today of Echo Wealth Management! 🎉

On March 1, 2015, Echo Huang took a leap of faith, leaving a stable career to build Echo Wealth Management, a firm dedicated to personalized financial guidance. Today, we proudly manage $250 million+ in Assets under Management (AUM) for 128 clients across 13 states in 4 countries, growing 14% annually (excluding market returns).

Our holistic planning, concierge-level service, and tech-driven solutions set us apart, and client trust fuels our success. We’ll continue growing while keeping our boutique, high-touch approach.

To our clients, colleagues, and team—thank you for being part of this journey! Let’s shape the next decade together.

Please visit our latest post for a more detailed reflection on the last 10 years:

https://lnkd.in/gXVu9Qzx