Encompass was founded upon an unwavering commitment to our clients’ success. As independent investment advisors, we have the ability to serve our clients without compromise, providing a level of service that goes far beyond that of larger firms. Our independence allows us to advocate for our clients to deliver better value and results.

Our aim is simple: to exceed expectations. We accomplish this through impeccable service, transparent practices, and objective advice that allows us to take our clients further. By developing relationships based on trust, we believe that we can become more than just investment advisors—but partners in building more successful futures for our clients.

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