A complete list of active advisors currently associated with Encompass Financial Services
Warmer can help you find a great advisor at Encompass Financial Services or one who fits your needs even better.
Encompass Financial Services provides financial planning, investment management, and consulting to individuals, trusts, estates, charitable organizations, corporations, and both qualified and non‑qualified pension and profit‑sharing plans. The firm also offers retirement plan solutions for plan sponsors and assistance with participant education and enrollment as part of its services to employer‑sponsored plans. The firm constructs asset‑allocation model portfolios through an Investment Committee and also offers customized account management using mutual funds, ETFs, equities, fixed income and, when appropriate, options and alternative funds; risk management is described as central to its investment philosophy. For retirement plans it can serve as either a 3(38) discretionary investment manager or a 3(21) adviser sharing fiduciary responsibility, and it provides quarterly monitoring, IPS assistance, and participant education as part of that work. Noteworthy features disclosed in the brochure include an affiliation with an affiliated CPA firm, SOLSTICE TAX SOLUTIONS INC., owned by the same principal, which the firm may recommend for tax planning and preparation and discloses as a potential conflict of interest. The firm also notes it will occasionally assist qualified clients with limited IPO/SPO access and provides pension consulting and workshops for plan participants—services that are less common among peers and are specifically addressed in its disclosures.
To learn more about the advisors currently working at Encompass Financial Services, 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 |
|---|---|---|
San Diego, CA
| 23
|
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