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Wealth Aligned with Purpose

Plan with Clarity. Invest with Intention. Live with Confidence.

Align Your Wealth with What Matters Most​

Let your values lead the way—we’ll align your financial journey to match.​

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We partner with you to help you align your financial choices with your deeply held values so  you can live with clarity, confidence and impact. 

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Echo Wealth Partners is a boutique financial planning and advisory firm with deep expertise in values-aligned investing across public and private markets. 

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WOMEN IN SCIENCE & TECHNOLOGY

You're breaking barriers and solving complex problems—but when it comes to financial planning, you want trusted guidance tailored to your unique journey. We understand the complexities of equity compensation, career transitions, time constraints, and work-life balance.  We help you design a plan that supports both your ambitions and your peace of mind. 

Our Client Value Promise​

Where your values lead – your financial and impact goals follow.​

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Values Alignment​

Align your financial choices with your most important financial and impact goals based on your most deeply held value.

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Financial Organization​

Get your entire financial house in perfect order and keep it that way.​

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Clarity & Confidence​

Gain clarity and confidence about your financial future.

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Time & Freedom​

Free up your time and energy to focus on what’s truly important & inspiring to you in life.​

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Start your journey toward financial independence.

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The 7 Principles of Financial Independence

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