Work / Echelon Financial

Helping business owners build their future.

Echelon Financial is an independent wealth planning and management firm based out of Austin, Texas. The firm is dedicated to helping its clients build better relationships with their money, family, work, and future.

Finance
Wealth Management
Taxes + Accounting
Austin, TX
DMM
Marketing Support
Whitepapers
Email Signatures

Breaking down complex topics.

For every piece we’ve worked on for Echelon, our focus has been to make complex information digestible. By paying close attention to the layout and visual flow of data and text heavy materials, we’ve been able to create pieces that land with the company’s clients and keep them engaged.

Mockup of Echelon welcome packet interior

Mockup of Echelon direct marketing mailer box

Mockup of Ecehelon presentation template

Mockup of print version of Echelon written article

Project Overview
Company Mission To help business owners protect and grow their wealth so they can focus on what really matters.
The Challenge While Echelon’s whitepapers and other materials provide vital insights, they often cover a lot of information that can be overwhelming and even boring at times. Due to its industry, Echelon’s marketing must comply with SEC and FTC guidelines, so condensing large areas of text and axing data isn’t always an option.
Our Collaboration Working with Echelon’s co-founder Chris, we were able to quickly design and launch a wide range of print and digital collateral that is engaging, on-brand, and compliance approved.
All Services Ad Hoc Business Support Services, Print and Digital Collateral Design, File Preparation (Prepress), Third-Party Print Ordering and Coordination, Template Design (PowerPoint), Package Design, Copywriting, Copyediting

Details
Company	Echelon Financial (End-Client), Sharp Digital Marketing (Client)
Industry	Finance, Wealth Management, Taxes and Accounting
Role	Art Direction, Lead Graphic Designer, Print Coordinator

Confidential and/or proprietary information has been omitted or replaced with stock images and/or descriptions in compliance with non-disclosure agreements (where applicable).