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 is an independent registered investment adviser serving individuals—primarily mid-career professionals—along with trusts, small businesses, and employer retirement plans. The firm provides comprehensive and select financial planning, discretionary investment management, retirement plan advisory services, and a standalone Social Security analysis; it reports roughly $29.8 million in discretionary assets under management and about $12.4 million in assets under advisement across approximately 74 client relationships. Investment advice focuses on individualized portfolio planning and long-term asset allocation using mutual funds, equities, and exchange-traded funds, with the firm applying modern portfolio theory as well as fundamental and technical analysis. Investment management is typically delivered on a discretionary, percentage-of-assets basis, while financial planning engagements can be delivered on a fixed-fee or hourly basis and retirement-plan work includes participant education and plan design support. A distinctive aspect is that the firm and its principal are licensed insurance agents and recommend insurance products (life, health, disability), an activity that represents about 20% of the principal’s time and can generate commissions—an explicitly disclosed conflict of interest. The principal also holds a Registered Social Security Analyst designation and the firm recently added a fixed-fee Social Security Analysis offering, and the relatively large assets-under-advisement figure underscores that the firm provides advice for a meaningful amount of held-away retirement assets.

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.