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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?

06/05/2026

Last week, our team LOVED ❤️the annual PFAC Conference in Sacramento and got to connect with so many dedicated professionals from across the fiduciary, legal, wealth management, and broader planning communities.

One of the highlights was our founder, Jon Henderson’s presentation, “Crypto Custody and Marshalling Digital Assets: A Fiduciary Framework for Trust and Estate Administration,” where attendees explored the growing role digital assets play in trust and estate administration and the unique risks self-custody can present.

We appreciate everyone who stopped by our booth, attended the session, and shared insights throughout the conference. The conversations reinforced the importance of collaboration among professionals working to help clients and families navigate increasingly complex financial, trust, and estate matters.

Thank you to PFAC for another outstanding event. We’re grateful for the opportunity to be part of such a thoughtful and engaged professional community!

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

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/

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