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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:

E1
  • 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:

E2
  • 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

The best business relationships are made when you have access to a wide variety of professionals.

Echelon believes that diversity of all professionals across race, gender, age, religion, identity, and experience provides the richest environment to cultivate business relationships. We are committed to creating member experiences that fuel great relationships.