Risk-financing vehicles can take on several different forms, with varying degrees of risk. As a strategic enterprise risk management process, it can blend traditional insurance and reinsurance with forms of self-funding to optimize the financial situation of an organization.

We believe this process starts with a strategic plan. By defining objectives and developing an action plan based on meeting those objectives we ensure an organized, comprehensive approach to creating the optimal solution for every client.

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A captive is an alternative insurance option. It is a wholly owned insurance company of an organization or company that insures all or a part of the risk of its owners

Mergers and Acquisitions

Companies in acquisition mode trust Echelon Advisors for employee benefits due diligence.

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Alternative Risk Finance

Echelon takes an innovative and unconventional approach, utilizing unique techniques other than traditional insurance and reinsurance placement to adequately protect the business from the indefinitely-emerging risk climate.

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Private Equity

Echelon’s Portfolio Risk Mitigation Process has a unique application in Private Equity.

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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