A complete list of active advisors currently associated with Encompass Financial Planning

Warmer can help you find a great advisor at Encompass Financial Planning or one who fits your needs even better.

Encompass Financial Planning serves individuals, mid-career professionals, trusts, and small businesses, including employer-sponsored retirement plans, providing comprehensive and select financial planning, discretionary investment management, and one-time Social Security analyses. The firm offers both standalone planning engagements and ongoing portfolio management tailored to clients’ goals and risk tolerance. Investment decisions are implemented with a long-term, asset-allocation focus, employing fundamental and technical analysis alongside modern portfolio theory and using mutual funds, ETFs, and individual equities to construct portfolios. Services include discretionary trading and advice on “held-away” assets; the firm reports roughly $29.8 million in discretionary assets under management and about $12.4 million under advisement for accounts it does not custodian. A distinctive feature is that the adviser is also licensed to sell life, health, and disability insurance and discloses receiving standard commissions for those sales, creating a potential conflict of interest that is explicitly disclosed. The firm also highlights recent additions to its offerings and credentials around Social Security planning (including a designated Social Security analysis product and a Registered Social Security Analyst designation) and provides ERISA-related retirement-plan advisory services.

To learn more about the advisors currently working at Encompass Financial Planning, 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
Richard Dougall	West Linn, OR	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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