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Who We Are

What We Strive For

Founded in 2014, Echelon Planning Group is a reputable financial services firm dedicated to helping individuals and business owners achieve their financial goals. With multiple offices strategically located in Acushnet, MA; Bow, NH; Shelton, CT; Portsmouth, NH; White River Junction, VT; and York, ME, we are proud to serve clients across the New England region.

At Echelon Planning Group, our mission is to ensure that each person we work with has their finances in echelon formation. We believe that financial success is not a matter of chance, but a result of careful planning, informed decision-making, and ongoing support. By partnering with us, you gain access to a team of experienced professionals who are committed to guiding you towards a secure and prosperous future.

Why We Do What We Do

Why We Do What We Do

Our philosophy is rooted in the belief that education is paramount before making any financial decision. We understand that navigating the complex world of finance can be overwhelming, which is why we prioritize educating our clients every step of the way. We take the time to explain various financial concepts, explore available options, and empower you to make well-informed choices that align with your unique circumstances and aspirations.

Driven by our core values of clarity, transparency, empathy, and integrity, we strive to provide exceptional service and build enduring relationships with our clients.

We believe that open communication, honesty, and a deep understanding of your needs are essential in delivering personalized financial solutions. With Echelon Planning Group, you can trust that your best interests always come first.

We invite you to explore our website, learn more about our services, and get in touch with us to schedule a consultation. Let us partner with you on your financial journey, providing the guidance and support you need to achieve financial confidence.

David  Hodgkins

David Hodgkins Jr.

Managing Partner | Registered Representative | Certified College Planner

Scotty  Pires

Scotty Pires

Partner | CEO | Financial Advisor

Bryan  Marabella

Bryan Marabella

Health Insurance Representative

Lynette  Ayala

Lynette Ayala

Administrative Coordinator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.