A complete list of active advisors currently associated with Encircle Financial Strategies
Warmer can help you find a great advisor at Encircle Financial Strategies or one who fits your needs even better.
Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages roughly $139 million in discretionary assets for about 240 client households, reflecting its focus on individual clients and financial planning services. The firm emphasizes tailored relationships that begin with an intensive fact‑finding process and result in written, goal‑oriented financial plans addressing retirement, cash flow, tax, insurance, education and estate considerations. Investment implementation typically relies on diversified allocations to no‑load institutional mutual funds and exchange‑traded funds, managed on a discretionary basis with periodic reviews and electronic reporting. What is distinctive is the firm’s unusually high client‑to‑advisor ratio — roughly 240 clients per advisor — and its offering of periodic educational seminars and workshops to clients, both practices that are uncommon among peers. Encircle also generally recommends a centralized custodian and leverages third‑party research and custodian‑provided technology to support its portfolio management and client reporting.
To learn more about the advisors currently working at Encircle Financial Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 32
|
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