A complete list of active advisors currently associated with Encore Wealth Advisors, LLC

Warmer can help you find a great advisor at Encore Wealth Advisors, LLC or one who fits your needs even better.

Encore Wealth Advisors serves individual clients and also accepts business entities, trusts, estates and charitable organizations for investment advisory, financial planning and tax return preparation. Like many independent advisers, it provides ongoing portfolio management for individuals while also offering limited one-time planning engagements. The firm delivers holistic financial planning that integrates discretionary asset management with ongoing planning and tax-related services, and it provides client access to a planning portal for consolidated reporting. Investment implementation emphasizes long-term, fundamentally driven allocations using mutual funds, ETFs and bonds, and the firm may employ model portfolios and select funds that require adviser approval. Distinctive aspects include the firm’s acceptance of corporate/business clients alongside individual investors and its use of funds that are typically available only through approved advisers, both of which are less common among peers. The firm also does not rely solely on a percentage‑of‑assets fee model and does not exercise discretion to purchase cryptocurrencies, instead offering education and referral options for digital-asset exposure.

To learn more about the advisors currently working at Encore 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.