Cerity Partners, an independent wealth management and investment advisory firm, has merged with Echo Wealth Management, a boutique, independent firm.
The transaction marks Cerity Partners’ entry into the Minneapolis market, enhancing the firm’s ability to develop and serve clients across the country.
“Echo Wealth Management is a firm built on the same client-first values we hold at Cerity Partners,” said Claire O’Keefe, partner and head of partner development at Cerity Partners. “Minneapolis is an important growth market for our firm, and Echo’s talented colleagues, strong reputation and longstanding relationships within the community make them an ideal fit.”
Founded in 2015 by Echo Huang, Echo Wealth Management integrates tax, estate, insurance and investment planning into a single, clear path for clients, guided by a fiduciary duty. The firm will contribute approximately $337 million in assets under management to Cerity Partners. The combined f
