When a Client Asks How You Protect Their Data - You Should Have a Real Answer
A 20-minute assessment gives your business a documented, industry framework-aligned information security baseline - plus a full year of ongoing guidance. Built for financial advisors, accountants, and professional practices. No IT department required.
Founding client pricing
Baseline Security Assessment — $499 (regular $799) - Includes your full assessment conversation with Morgan, your five-page framework-aligned report, the insurer-ready summary, your client portal, and 12 months of Morgan advisor access. Annual renewal — $399/year - Your yearly reassessment, your score trend over time, continued portal access, and another year of Morgan.
Founding clients keep founding renewal pricing for life. **Guarantee:** If your report doesn't give you a clearer picture of your firm's security posture, we'll refund it. Simple as that.
This is an advisory baseline assessment aligned to recognized frameworks - a practical starting point for stronger security and a documented answer for clients, insurers, and reviewers. It is not a formal audit, a penetration test, or a compliance certification, and no assessment can guarantee against incidents. We're honest about that, because honest is the only kind of security advice worth paying for.
See a sample report first…
NIST CSF 2.0
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CIS Controls IG1
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COSO ERM
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SANS
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CISA Small Business
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SBA Guidance
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Industry standard frameworks regulators, insurers & clients already recognize.
NIST CSF 2.0 • CIS Controls IG1 • COSO ERM • SANS • CISA Small Business • SBA Guidance • Industry standard frameworks regulators, insurers & clients already recognize.
We handle your assessment the way we'd tell you to handle client data
Your report documents your firm's security posture - so we treat it like the sensitive document it is. Your assessment conversation is encrypted in transit and never used for any purpose except generating your report. Your report is delivered through a private, expiring link to your portal - never as an email attachment sitting in an inbox. And we tell you exactly what we retain and why, in plain English, in our privacy policy.
An advisory this careful with its own product is the kind of advisor you want.
The question is coming. Be ready before it's asked twice.
41% of small businesses are targeted by cyberattacks — and in 2026, AI has made those attacks faster, cheaper, and far more convincing. Phishing emails with perfect grammar. Phone calls that clone a client's voice. Software flaws exploited in hours instead of months.
Your clients, your insurer, and your regulator are all starting to ask the same question: how do you protect the data we trust you with?
Most firms your size can't answer it - because a consultant-led assessment costs $2,500 to $10,000, and generic checklists don't hold up when an insurer or examiner looks closely.
That gap is exactly what Echo Hill Security helps you address.
A security advisor your firm can actually afford
How it works:
1. Talk. A 15–20 minute guided conversation about how your firm actually operates. No forms, no jargon, no wrong answers.
2. Receive. A personalized, framework-aligned assessment report: your security score, your priority risks, and a 30/60/90-day action plan sized for a firm like yours - delivered through a secure private link, never as an email attachment.
3. Keep asking. Your assessment includes 12 months of AI-based advisor access. Come back anytime: "Which of these should I do first?" "What do I tell my insurance broker?" "Is this email a scam?" Your advisor already knows your posture.
Documentation that works as hard as you do
Your Security Posture Score — scored on a defensible COSO-NIST hybrid methodology, mapped to NIST CSF 2.0 implementation tiers
A five-page professional report — domain-by-domain findings, a prioritized risk register, and an achievable 30/60/90-day plan
An insurer-ready summary — a one-page snapshot designed to attach to your cyber insurance application or renewal
A year of Morgan — unlimited AI-based advisor questions, grounded in your own assessment
Your client portal — secure access to your report, your action plan, and (from year two) your score trend over time