James Mathis

Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals. Mission Enrich our clients’ lives by identifying, preserving and achieving their established financial and wealth objectives. Description Echelon enriches our clients’ lives by identifying, preserving and achieving their established financial and wealth objectives. Echelon’s team of experienced, knowledgeable and trusted advisors work hand-in-hand with clients to ensure every investment decision supports our clients’ futures. Trust is the number one determinant of success in any relationship. For years, Echelon has worked to earn our clients’ trust. Our investment team cares about the individual dreams and goals of our customers. We always put the client’s needs first and conduct business with integrity, honesty and truth. When new clients team up with our Echelon advisors, they benefit from one-on-one investment counsel expected from a boutique firm, as well as access to robust technology and services from Echelon’s custodial partnership with Charles Schwab Institutional Services. In addition, Echelon’s customer service is exactly what our clients expect … nimble, knowledgeable and personal. Our clients know our advisors on a personal level and investment decisions are made only after the advisor understands the clients’ financial position and goals and how to best address those needs.