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We're Honored to Be Named One of America’s Best Financial Advisory Firms by USA Today

May 04, 2025

We’re thrilled to share that Echo Wealth Management was named one of the Best Financial Advisory Firms of 2025 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.

Below is the full announcement:
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FOR IMMEDIATE RELEASE
Echo Wealth Management Recognized by USA Today and Statista as One of America’s Best Financial Advisory Firms of 2025

Minneapolis, MN – May 4, 2025 — Echo Wealth Management (EWM) is proud to announce its selection by USA Today and Statista as one of the Best Financial Advisory Firms of 2025, a prestigious recognition that underscores the firm’s commitment to client satisfaction, service excellence, and technological innovation.

This national honor celebrates advisory firms that deliver outstanding financial planning and investment management services. EWM’s inclusion reflects its unwavering focus on holistic, client-centered planning and its exceptional ability to help clients feel secure today and ready for tomorrow.

“At EWM, we believe that financial advice should be as dynamic as life itself,” said Echo Huang, CFP®, Founder and President of Echo Wealth Management. “Being recognized on a national scale confirms what our clients already know—our personalized, concierge-level service and innovative planning tools truly set us apart.”

Echo Wealth Management continues to differentiate itself through:

  • Exceptional Client Satisfaction: Survey data and client feedback consistently highlight high satisfaction across planning, communication, and investment services, with clients describing EWM as trusted, empathetic, and responsive.
  • Bespoke Financial Solutions: From tax strategies and estate planning to executive compensation and retirement income modeling, EWM delivers tailored advice through all life stages.
  • Technology-Enabled Transparency: The proprietary Echo Dashboard empowers clients with real-time access to their financial data, enhancing clarity and collaboration.
  • Integrated Professional Network: EWM offers a one-stop experience by seamlessly working with estate attorneys, tax advisors, and insurance experts on behalf of clients.

This award reaffirms EWM’s position as a premier boutique wealth management firm—one that blends technical excellence with a deep understanding of each client’s personal and financial journey.


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