facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Wealth Management
& Life Planning Partners


Experience The Encompass Edge

Encompass Logo

The Encompass Edge

  • The 25th Hour
  • Team Sport
  • Simplification
  • Continuity Among Generations
  • Compromise
  • Cost Efficient & Tax Smart


Seven Pillars Icon

Our 7 Pillars of Life Planning & Wealth Management


Sun Lounging IconRetirement Planning

Family IconEstate Planning

Chart IconInvestment Management

Puzzle IconLiability & Lending Review

Notebook IconInsurance Review

Graduation Cap IconSaving for Education

Handshake IconCharitable Giving Strategies

photo of a still lake under snowy mountains


Heart IconCompetence Meets Compassion

When selecting a surgeon, you don’t want to have to choose between skill and bedside manner. The same concept is true for your financial advisor.

At Encompass, our mission is to enrich people’s lives by providing excellent financial advice and customer care. We adhere to the fiduciary standard, which legally requires us to do everything in the client’s best interest. Throughout the financial planning process, you can have confidence that our experienced team of wealth professionals is providing you with sound financial advice that is free of any conflicts of interest.


photo of a winding road surrounded by trees in the fall

Question Mark IconSound familiar?

Some common financial questions you may be asking yourself...

  • Do my attorney, financial advisor, and CPA know anything about one another?
  • What’s the plan if something happens to me?
  • Do I have a plan that I can manage and stick with long-term?
  • Am I prepared to live off my assets without fear of running out?
  • Are my investments too risky, or not aggressive enough?


With any and all of these questions,
Encompass is here to help.


Contact Us


Check the background of this firm on FINRA’s BrokerCheck.