Strategic Focus

Cost Containment
At Echelon Advisors we have developed the tools to break down your costs, utilization and then benchmark your data vs the competition.

Data Analytics
Through our tools, we can organize and evaluate the data to meet the needs of whatever goals you are trying to accomplish.

Technology
Winning in today’s market requires leading-edge technology to guide and support the decisions you make.

Communication
We will work with you to develop a strategic campaign on helping your employees better understand their benefits.

Wellness
our clients have complete access to their data and the capability to tie their wellness efforts to actual company results.

Consulting

Captives
There are several benefits to participating in a captive such as sharing in underwriting and investment profits, lower administrative costs, and tax advantages.

Mergers and Acquisitions
We quantify the costs and liabilities so you have meaningful data to take into consideration during the structure of your deal.

Private Equity
At Echelon Advisors we have developed the tools to break down your costs, utilization and then benchmark your data vs the competition.

ACA Compliance & Reporting
Echelon Advisors advisors have the experience and knowledge to develop a plan that will prepare you for audits, while helping you steer clear of fines and taxes.