Complex Insurance Needs Made Easy

At Echelon Advisors we believe the employee benefit broker model is outdated and broken. Employers expect to save money, and great service is no longer a differentiator. Echelon Advisors has developed a data-driven, client-focus philosophy to help employers optimize their benefits offering to be a meaningful, competitive tool to recruit and retain top talent while making a positive impact to the bottom line.

We offer a variety of solutions to meet your needs

No particular solution works for every organization. Because of the unique challenges facing organizations today, and the dynamic risk profile they perpetually exist in, creating the optimal solution for every client takes an organization with a holistic focus on financial risk and a comprehensive understanding of the dynamic climate in which their clients operate.

Our “Four Knights Strategy”

After years of research, Echelon Advisors has developed a proprietary process, the “Four Knights Strategy”, to help companies evaluate their current commercial insurance and benefits plans. The core focus is based on aligning the companies growth strategy. Echelon then develops a plan that takes their same business principles and values and applies them to their financial, business, and human capital risks. This plan exploits small advantages of the current system creating aggressive gains, meanwhile analyzing the larger position so that the game-plan is executed even during extreme adversity.

Where we are

Main Office
7500 Rialto Blvd
Austin, TX  78735
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Dallas Office
2150 S Central Expy, Suite 280
McKinney, TX  75070
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Request a consult

We typically respond within 24 hours.