Cerity Partners Merges With Echo Wealth Management to Expand into Minnesota Market
Cerity Partners has merged with Minneapolis-based Echo Wealth Management, marking its entry into the Minnesota market. The combined firm will operate under the Cerity Partners name and brings $337 million in assets under management from Echo. Founded by Echo Huang in 2015, Echo is known for a client-first approach integrating tax, estate, insurance, and investment planning. Claire O'Keefe of Cerity Partners highlighted that Minneapolis represents an important growth market, while Echo's founder praised the alignment with Cerity’s fiduciary values. The merger allows clients to retain their existing advisors while gaining access to broader resources from Cerity. Advisors Turkey Hill Management represented Echo in the deal. Cerity Partners is a nationally recognized wealth management firm serving high-net-worth individuals and institutions, offering comprehensive financial solutions.
