Van A. Echols

Van Echols specializes in offering comprehensive wealth management services for individuals, families, and business clients. Van began his financial services career in 1992 after graduating with a BBA in Finance from Angelo State University. He has been a Certified Financial Planner® professional since 1996.

Van helps design financial planning solutions for clients that are in line with their circumstances and objectives. “How can we assist in customizing investment portfolios, planning ahead for retirement income, tax minimization, or facilitating a business transition? These are pertinent questions we wish to address, while maintaining independence and objectivity in our process,” Van explains. “We help educate and guide clients so they can have confidence in their financial decision-making.”

In 2002, Van joined five other partners at PFG Advisors to help realize a shared vision of a premier wealth management firm unique in West Texas. 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 years ago.