Team profile

Our Mission

Our Mission: To Bring Profound Impact to the Lives of our Clients, their Families and in our Community.

Our Values: Trust, Integrity, Excellence

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investments
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Family Finances

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023
  • Kari Douglas Ehleringer, Forbes Best-in-State Women Wealth Advisors, 2022,2023,2024
  • Randy Ehleringer, Ameriprise Chairman's Advisory Council, 2006-2024
  • Randy Ehleringer, Barron’s Top 1,200 Financial Advisors, 2016-2020
  • Kari Douglas Ehleringer, Forbes Best-in-State Wealth Advisors, 2020-2024
  • Jason Yockey, Forbes Best-in-State Next-Generation Wealth Advisors, 2020,2021
  • Randy Ehleringer, Ameriprise Circle of Success, 1990-2022
  • Kari Douglas Ehleringer, Forbes Top Women Wealth Advisors, 2020-2021

Community participation

Honored to receive recognition

We’ve got some exciting news to share: Echelon Wealth Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Echelon Wealth Partners couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our photos

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