A complete list of active advisors currently associated with Encore Investment Advisors, LLC
Warmer can help you find a great advisor at Encore Investment Advisors, LLC or one who fits your needs even better.
Encore Investment Advisors, LLC provides wealth management, investment management and financial planning to individuals, high‑net‑worth clients, businesses, trusts and estates, serving clients in Massachusetts, other U.S. states and internationally. The firm offers both discretionary and non‑discretionary portfolio management alongside standalone or integrated financial planning engagements. EIA typically pursues a long‑term, low‑turnover investment approach that combines fundamental and technical analysis to construct diversified portfolios using ETFs, mutual funds, individual equity and fixed‑income securities and, as appropriate, alternative investments. Portfolios are built to client‑specific asset‑allocation targets and may include the use of short‑term margin borrowings and cash positions for hedging or liquidity, subject to client authorization and the firm’s risk disclosures. The firm operates as a single‑advisor practice managing roughly $42 million in discretionary AUM with an additional material amount under advisement, and its brochure notes an explicit international client presence—an arrangement that is uncommon among peers. EIA also discloses that it provides periodic reports on holdings, allocations and performance and maintains public filings and a website, and its documented use of margin in managed accounts distinguishes it from many independent firms of similar size.
To learn more about the advisors currently working at Encore Investment 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 |
|---|---|---|
North Attleborough, MA
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")