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Chris Wilbratte

Highly Effective Financial Strategies for Small Business Owners

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Contact Me
Echelon Financial Chris Wilbratte
Austin, TX

Serving Clients Nationwide

Highly Effective Financial Strategies for Small Business Owners

512.381.4500

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Chris Wilbratte. I am a seasoned financial architect specializing in wealth management for business owners. With 30+ years of experience and as a business owner, I bring valuable experience to help my clients optimize their tax strategies and protect their wealth.

My passion for finance was ignited through discussions with my father, an esteemed economics professor. This passion drove me to pursue a double major in Finance and Marketing at UT Austin, solidifying my commitment to the world of finance.

I started my career at Fidelity Pension Services and founded Quantum Pension Services, where I honed my expertise in tax planning and wealth management. I co-founded Echelon Financial with Jim Morano, CPA. We combine tax planning and wealth management under one roof to deliver seamless and trusted solutions to our clients.

As a business owner myself, I understand the daily challenges you face. My specialization in tax strategy, wealth management, asset protection and exit planning equips me to help my clients navigate uncertain times.

I was a member of the Entrepreneurs Organization for over 15 years and served on the board of both the Austin and Dallas chapters.

Beyond my professional endeavors, I treasure my time spent with my family and our three dogs. I find solace in fly fishing, quail hunting, and rowing crew on Lake Austin. Additionally, I indulge my passion for learning by reading about history and business. Committed to giving back, I serve on the boards of the Rise School of Austin and Good Shepherd Episcopal School, contributing to my community.

Affiliations

  • The AGC

Primary Location

4201 Bee Cave Road, Suite C-101, Austin, TX 78746

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • One-time Financial Plan
  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Founded for the benefit of our clients who are business owners and entrepreneurs, Echelon Financial is an independent Austin-based Registered Investment Advisory Firm. We are committed to putting client interests first and to stewarding both wealth and wellbeing for those we serve. We have a singular measure of success: the results we get for our clients.

Fiduciary Standards:

✔️ Founded on Transparency
✔️ True Fiduciary Standards
✔️ Total Accountability
✔️ Transparent Costs
✔️ Your Interests Come First

WHY ECHELON FINANCIAL?

Like our clients, we are business owners and entrepreneurs. Work with professionals who live and breathe the challenges and opportunities you face every single day. This isn’t an intellectual exercise, it’s our life and profession.

RUN YOUR BUSINESS LIKE A PUBLIC COMPANY

As successful business owners, we face so many challenges every single day. Managing our team, market conditions, the economy, competition, and cashflow management to name a few. And with all of these constantly shifting priorities, it is important to control what you can control in your business and personal financial life.

You are taking so much risk that you need to implement strategies to minimize the risks that you can control, increase cashflow, and protect and grow your wealth. The wealthy and big corporations are systematic and focused in how they leverage these strategies. And you can do the same without an army of CPA’s or tax attorneys. The key is working with advisors who focus on business owners and use the same strategies in their business.

Our clients count on our decades of experience. Ultimately, they turn to us for the peace of mind that comes from knowing that all facets of their wealth are aligned and optimized to support the life they have created.

Echelon Financial is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and may involve compensation. In all cases, the Firm will comply with the rules established by the SEC and client disclosure requirements.

Education

The University of Texas at Austin BBA, Finance and Marketing

Volunteer Experience

Chris has taken a leadership role in every organization in which he has been affiliated. In business, he served on the board of both the Dallas and Austin Entrepreneurs Organization. In the nonprofit community, he and his wife chaired the Producers for the Dallas Theatre Center. He also served on the board of the Good Shepherd Episcopal School when his children attended preschool there. His longest and most personally impactful service was for The Rise School of Austin. The Rise School of Austin is a preschool where typically developing and delayed learners are given the unique opportunity to learn together and from one another. Chris saw the lifelong impact that the school had for both the students and their families and knew he had to be involved. After supporting the school for one year, Chris was asked to serve on the Board of Directors and began a 12-year tenure during which he was Board Chair for 2 years. During his tenure, Chris and other board members raised enough money to build a new school, expand the number of classrooms, and guide the school to financially sound footing.

Badges

Hobbies and Interests

  • Family
  • Fishing
  • Reading

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Entrepreneurs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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