Encompass Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$457,008,357
Clients
1,272
Advisors
4
of 5 employees
About
Encompass Wealth Advisors serves a mix of individual clients, including high‑net‑worth households, as well as retirement plans, trusts, estates, charities and business entities. The firm provides comprehensive financial planning, consulting and wealth management services, and manages portfolios on both a discretionary and non‑discretionary basis using mutual funds, individual equities and debt, ETFs, independent managers and, on a more limited basis, privately placed securities and held‑away products such as variable insurance and employer retirement plan assets.
The firm says it begins with a holistic review of a client’s financial situation and then implements tailored investment plans, using both fundamental and technical analysis and ongoing monitoring with at least quarterly reviews. With four advisors supporting roughly 1,300 accounts (more than 200 clients per advisor), Encompass makes regular use of Independent Managers and third‑party platform and custody technology to scale advisory, reporting and trading processes.
What differentiates Encompass from many peers is that certain supervised persons also act as registered representatives of a broker‑dealer and as licensed insurance agents, allowing them to offer commission‑based brokerage and insurance products in addition to fee‑based advisory services (a known conflict the firm discloses and manages). The firm’s business relationships — including use of the tru Independence platform for reporting and outsourced services and custody and technology arrangements with Fidelity that include software, trading support and revenue arrangements tied to certain mutual funds — are also notable operational features that can influence how and where client assets are serviced.
Client services
Expertise
Fee options
0.50% – 1.50% (50 to 150 basis points), varies depending on size and composition of portfolio and services rendered
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements
Fee-only: Financial planning and consulting fixed fees generally range from $2,500 to $10,000, negotiable
Main office
15350 SW Sequoia Parkway, Suite 250
Portland OR 97224
Advisors at this office
4
Most active in
Arizona · California · Ohio · Oregon · Texas · Washington
Also doing business as
Amberbion Capital Advisors, LLC · Encompass Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew Y
CFP®, Series 65
Portland, OR
Encompass Wealth Advisors, LLC
Matthew Yarbrough is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Encompass Wealth Advisors, LLC since 2018 and previously spent three years at RVK, Inc. Matthew is based in Portland, OR. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management services, implementing tailored investment plans through a mix of mutual funds, individual equities, ETFs, independent managers, and other securities while employing both fundamental and technical analysis.
Mary M
Series 66
Portland, OR
Encompass Wealth Advisors, LLC
Mary Minshall is a financial advisor at Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 designation with 26 years of industry experience. She has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she is a commissioned notary public, providing document notarization services to clients. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management, implementing tailored investment plans with ongoing monitoring and utilizing a mix of mutual funds, individual securities, independent managers, and select held-away assets.
Colin W
CFP®, Series 66
Portland, OR
Encompass Wealth Advisors, LLC
Colin Williams is a CFP® professional with over 21 years of industry experience. He is affiliated with Encompass Wealth Advisors, LLC and Purshe Kaplan Sterling Investments, where he has worked since 2014 and 2017 respectively. Outside of his advisory roles, Williams serves as president and director of the Cornell Star & Crescent Foundation, a college literary nonprofit. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a tailored investment approach utilizing mutual funds, individual securities, and Independent Managers, conducting regular account reviews and ongoing manager oversight.
Matthew P
Series 63, Series 65
Portland, OR
Encompass Wealth Advisors, LLC
Matthew Presjak is a financial advisor at Encompass Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance needs as a licensed insurance agent. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and wealth management, employing tailored investment plans that include mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly account reviews.
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