Van A. Echols, CFP®
Van Echols specializes in offering comprehensive wealth management solutions to individuals, families, and business clients. Van began his career in financial services in 1992 after graduating with a BBA in Finance from Angelo State University. He has been a Certified Financial Planner certificant since 1996.
Van takes a financial planning approach when working with his clients. “I believe that taking an independent and objective stance is much more in line with what clients seek – as opposed to representing a specific product or a company,” Van explains. “We strive to help educate and guide clients in their decision making, and I find it much easier to recommend and implement solutions based on my clients’ priorities rather than someone else’s,” he adds.
In 2002 Van joined five other partners at PFG Advisors to help realize a shared vision of a premier comprehensive wealth management firm unique in the west Texas region. Van is able to leverage his areas of specialty in a practice with other professionals who have wide ranging areas of expertise. By combining this collective experience with a consultative client-centered focus, the organization is able to meet the high standard envisioned by the partners when they started the firm years ago.
Van helps clients develop customized investment strategies, income protection, and retirement income plans. He also guides businesses with design of their 401(k) or other corporate retirement plans.
A native West Texan, Van stays active through a variety of outdoor activities and enjoys spending time with his sons, Carson and Clayton. He resides with his family in Lubbock, Texas.
By combining our collective experience with a consultative client-centered focus, we are able to meet the high standard we envisioned when we started the firm years ago.
Van A. Echols, CFP®
Partner & Financial Advisor
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