Financial Services Institute Selects ECHELON Partners for Its CoveredAdvisor Affinity Benefits Program

ECHELON Partners will offer FSI Members M&A and Valuation Services, Continuity Planning, Succession Transitions and Management Consulting Services that will enable them to better manage, grow and optimize their firms.

ECHELON Partners, the leading investment bank for the wealth and investment management industry, announced today that it has been selected by the Financial Services Institute (FSI), the industry’s leading association of independent financial services firms and independent financial advisors, as a partner in FSI’s CoveredAdvisor Affinity Benefits Program.

As part of the program, ECHELON Partners will offer FSI Members M&A and Valuation Services, Continuity Planning, Succession Transitions and Management Consulting Services that will enable them to better manage, grow and optimize their firms.

In addition to a complimentary introductory meeting, ECHELON Partners’ total platform approach offers the following services to FSI members:


  •     M&A Services; Investment Banking, Buying, Selling and Merging Firms
  •     Valuation Services
  •     Succession Planning
  •     Continuity Planning; ECHELON Partners can serve as the Continuity Partner for unplanned events
  •     Management Consulting Services; Strategic Planning and Positioning, Research, Compensation and Equity Plans, Board Meetings, and LEAN Consulting

“Since its inception, I have been an advocate of the Financial Services Institute and the firms they represent,” said Carolyn Armitage, CFP®, CIMA®, Managing Director of ECHELON Partners. “With over 110,000 Advisors preparing to transition over the next decade and the financial services industry experiencing the most rapid rate of change, ECHELON Partners is pleased to provide the guidance and expertise…

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