Echo45 Advisors

08/21/2026

Our founder and CIO, Jon Henderson, CFP®, CRPC®, CBDA, recently reflected on an experience far outside the traditional financial services world: running for Governor of California.��In his latest Rethinking65 article, Jon shares what earning 5,589 votes taught him about independence, incentives and accountability—and why those lessons reinforced his belief in building an advisory model centered around the client.��From the campaign trail back to the work we do every day at Echo45 Advisors, one principle remains the same: put the people you serve first.��Read Jon’s latest article, “5,589 Votes: What Running for California Governor Taught Me”:�https://rethinking65.com/5589-votes-what-running-for-california-governor-taught-me/��

The campaign was a real-world fiduciary stress test, and it offers financial advisors practical lessons for managing their practices.

08/19/2026

Happy Birthday to our founder, Jon Henderson! 🎉✈️

In honor of Jon’s birthday and National Aviation Day, we’re taking a look back at this video from a few years ago.

Wishing Jon a very happy birthday—and celebrating his lifelong passion for aviation!

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

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 !