Strategic expansion builds on Echo’s independent, fiduciary advisory model serving mission-driven institutions nationwide

Echo Financial announced today the strategic expansion of its advisory platform into the higher education sector with the addition of a six-member higher education and not-for-profit advisory team.

Founded in 2007, Echo has focused on independent, fiduciary financial advisory services for not-for-profit healthcare systems, advising on financial strategy, capital planning, and complex capital markets decisions. The firm’s expansion into higher education builds on its deep experience in healthcare, where similar governance structures, capital intensity, and long-term financial planning priorities are essential. The move also strengthens Echo’s ability to advise organizations operating at the intersection of both sectors, including academic medical centers.

The newly added team, formerly with Janney Montgomery Scott, brings extensive experience advising colleges and universities nationwide on capital planning and debt portfolio and liquidity strategy. Their addition expands Echo’s institutional relationships and geographic reach, reinforcing the firm’s role as a trusted advisor to complex, mission-driven organizations.

“Our team has worked together for years, and we are excited to continue serving clients with the same expertise and advocacy they expect,” shared Mary Jane Darby, head of the new higher education and not-for-profit advisory group. “Joining Echo strengthens our practice with the resources of an independent firm focused exclusively on mission-driven institutions. We have known Echo’s principals for more than 20 years and appreciate their client-centered approach, making Echo a natural fit for our team and, most importantly, for our clients.”

Echo looks forward to partnering with colleges, universities, and not-for-profit institutions across the country, bringing the independence, quantitative rigor, and long-term perspective that have long defined Echo’s work in healthcare.

About Echo Financial

Founded in 2007, Echo Financial is an independent financial advisory firm dedicated exclusively to the financial strategy and capital needs of not-for-profit healthcare systems and higher education institutions. The firm provides fiduciary, unbiased counsel and brings deep quantitative expertise to help clients navigate complex financial and capital markets decisions. For more information, visit Echo Financial’s website.

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