What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Echo45 Advisors

Driven every day to help you achieve what’s most important in your life, Echo45 Advisors offers mo In other words, Echo45 provides modern wealth management.

As an independent RIA, Echo45 Advisors has the flexibility and the freedom to tap the latest technology and solutions to efficiently tailor a plan and a portfolio that address what’s most important in your life. What better way to meet your goals than the combined resources of a CERTIFIED FINANCIAL PLANNER™ professional armed with the most advanced techonology?

05/27/2026

Our founder, Jon was featured in Rethinking65 discussing the rise of crypto-backed mortgages and what investors should understand before using digital assets in real estate financing.

As cryptocurrency adoption moves further into mainstream finance, Jon shares insights from the wealth management perspective on accessing liquidity, avoiding unnecessary tax events, and evaluating the risks and opportunities tied to crypto-backed lending.

Read the full article here:
https://rethinking65.com/are-crypto-backed-mortgages-a-good-idea/

05/10/2026

Behind every strong family, business, and community is someone who showed us how to care, lead, and keep going.
This Mother’s Day, we’re celebrating the women who mean the world to us, including the moms in our own Echo45 family.

Featuring our founder Jon with his mom, and with Director of Marketing/his wife Monica and daughter, Our Director of Concierge, Gen and her kids ❤️

Happy Mother’s Day to all the amazing moms out there.

04/28/2026

Nothing beats a night at Oracle Park ⚾️
Last week our team had the chance to catch the Giants vs. Dodgers game alongside our friends at Harbor Capital - great company, great conversations, and even better energy in the ballpark.

As a Bay Area-based team, we were especially glad to see the Giants come out on top that night… though we’ll give Cole credit for holding it down as the lone Dodgers fan 😄

04/10/2026

Crypto interest is rising — but so are the risks.

Our founder Jon Henderson was featured in Financial Advisor IQ discussing why thoughtful guardrails, proper custody, and fiduciary oversight matter more than ever.
Because smart investing isn’t about hype — it’s about structure.

Read more: https://www.financialadvisoriq.com/c/5075384/709894

04/07/2026

A little golf, a little spa time, a great dinner—and a lot of laughs.
We got the team together at Cache Creek Casino Resort to celebrate the growth we’ve built together and take a moment to enjoy it. Grateful for a group that works hard, supports each other, and knows how to have a good time along the way.
Also… 6 years of Echo45 🎉
Appreciate everyone who’s been part of the journey so far—excited for what’s next.

03/30/2026

We’re excited to share that our Founder, Jon Henderson, was recently featured on the RIA Collective podcast! He provides insights to fellow financial advisors who are thinking about going independent.
At Echo45 Advisors, we believe financial planning should be objective, transparent, and built around what’s best for our clients — not products or commissions.

https://www.echo45advisors.com/in-the-media/how-disciplined-wealth-management-helps-families-make-smarter-long-term-decision

03/24/2026

This month, our founder, Jon and director of marketing/his wife, Monica were featured in Pleasant Hill Friends & Neighbors, a local publication highlighting members of the community.
Walnut Creek/Pleasant Hill is not just where Echo45 Advisors operates—it’s home. We’re grateful to be part of a community built on strong relationships, local businesses, and families.
(And while he didn’t make the Magazine, Gonzo was part of the photo shoot too 🐾)

Thank you !

03/19/2026

The biggest crypto risk may not be volatility - here’s why we think it’s estate planning:

Many investors hold digital assets completely outside their broader financial plan — which can create real problems for families and beneficiaries if something happens.

Crypto ownership is becoming more common, but planning around it still lags behind.

Our founder Jon Henderson discusses why integrating digital assets into estate planning is becoming increasingly important.

03/05/2026

We’re excited to share that California 2.0, written by Echo45 Advisors Founder & CIO Jon Henderson, is now an Amazon Best Seller.
The book explores ideas about California’s future and is generating meaningful conversation across the state.
Learn more about the book here:
https://geni.us/california20

—
California 2.0 was authored by Jon Henderson, Founder and Chief Investment Officer of Echo45 Advisors, in his individual capacity. The subject matter of the book and his candidacy for public office are separate from and unrelated to the advisory services offered by Echo45 Advisors. The firm is sharing this announcement for informational purposes only.
Clients and prospective clients are not being solicited for political contributions, and the provision of advisory services is not conditioned upon, influenced by, or tied to any political support or contribution.
The views expressed in the book are solely those of the author and do not necessarily reflect the views of Echo45 Advisors. Nothing contained in the book or related materials constitutes investment advice or a solicitation for advisory services. Amazon Best Seller status refers to a temporary sales ranking in a specific book category determined by Amazon and does not evaluate the investment advisory services of the firm or its personnel.

01/21/2026

If you own crypto—even a small amount from years ago—you may be overpaying taxes or creating unnecessary estate planning risk.

In this article for Rethinking65, Jon Henderson, our founder, explains how investors can move from self-custody to properly titled crypto holdings (individual, joint, or trust), while bringing digital assets into a fully tax-compliant planning framework.

The piece covers how to:
• Avoid capital gains + reporting mistakes
• Use digital assets in charitable planning
• Incorporate crypto into an estate plan
• Identify opportunities to harvest capital losses

Read the full article here: https://rethinking65.com/getting-crypto-right-on-tax-and-estate-planning/

We help clients turn fragmented crypto holdings into coordinated, tax-smart wealth and estate planning!

Address

1802 Tice Valley Boulevard
Walnut Creek, CA
94595

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://echo45advisors.com/

Alerts

Be the first to know and let us send you an email when Echo45 Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Walnut Creek?