Echelon Investment Management Jim Tindall and James Mathis

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408 W 8th St
Dallas, TX 75208
+1 (806) 334-1221
https://echelonim.com

Echelon Investment Management, founded in 2011 and based in Dallas, TX, is a fee-only private wealth management firm dedicated to providing objective and transparent financial advice and investment management. The firm operates under a fiduciary standard, ensuring that client interests are prioritized and financial decisions are aligned with their personal goals and aspirations.

With a diverse clientele that includes small business owners, entrepreneurs, and retirees, Echelon offers customized investment strategies alongside services such as retirement planning and alternative investments. Their experienced team of advisors emphasizes building trust through personalized, knowledgeable service and regular communication, aiming to enrich clients' lives by helping them achieve their financial objectives.

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