Consulting

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.

Captives

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.

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.

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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Request a consult

We typically respond within 24 hours.