RIA Collective: Jon Henderson | Building a One-Stop RIA for the Next Decade
What does the next generation of advisory firms actually look like?
In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses.
After spending 20 years at Merrill Lynch, Jon made the leap to independence and built a firm designed for where client expectations are heading - not where they’ve been. That includes adding tax and estate services, leveraging partnerships instead of doing everything in-house, and…
The skinny
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