Echelon Membership Levels

We understand the need for professionals to have a network that understands the marketing needs and connections necessary to develop business. That’s why we’ve created three different levels of membership. Each level has different criteria for its members. But a few things are common among all three levels:

  • Member-benefit centric
  • Utilization of Echelon’s Marketing Vehicles to help develop business
  • Powerful connections at all three levels
  • Enjoyable networking opportunities

Echelon One (E1) Members:

  • Are senior level (partner, owner)
  • Have firms that are professional and/or business services such as Law, Accounting, Financial Services, Marketing, Insurance, Banking, Mergers & Acquisitions, Wealth Management or Consultancies
  • Have a minimum 7 years in profession
  • Routinely work as trusted advisor to business owners, C-suite executives, other professionals, high net-worth individuals, or clients of significant stature or substance
  • Have independent achievements, accolades, licensures, advanced degrees, certifications, secondary referrals or letters of recommendation
  • Must be personally referred or “sponsored” by existing member and approved by a leader of a group
  • Must be approved by our membership committee

Echelon Two (E2) Members:

  • Are associate level or partner-track
  • Belong to firms that are professional and/or business services such as Law, Accounting, Financial Services, Marketing, Insurance, Banking, Mergers & Acquisitions, Wealth Management or Consultancies
  • Have a minimum of 1 year in profession
  • May have or is seeking independent achievements, accolades, licensures, advanced degrees, certifications, secondary referrals or letters of recommendation
  • May be personally referred or “sponsored” by an Echelon One member to save $$
  • Must be approved by a leader of a group
  • Must be approved by our membership committee

Echelon Open Members (Coming Soon):

  • Are senior level executives or business owners
  • Belong to companies that are outside of the professional and/or business services areas of Law, Accounting, Financial Services, Marketing, Insurance, Banking, Mergers & Acquisitions, Wealth Management or Consultancies
  • Have a minimum of 3 years in profession
  • Have independent achievements, accolades, licensures, advanced degrees, certifications, secondary referrals or letters of recommendation
  • Must be personally referred or “sponsored” by an Echelon One or Two member and approved by a leader of a group
  • Must be approved by our membership committee.