A complete list of active advisors currently associated with Encompass Wealth Advisors, LLC
Warmer can help you find a great advisor at Encompass Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Encompass Wealth Advisors, LLC, 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 |
|---|---|---|
Portland, OR
| 26
| |
Portland, OR
| 38
| |
Portland, OR
| 21
| |
Portland, OR
| 8
|
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