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

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

Encore Wealth Advisors, Inc. is a fee-only registered investment adviser that manages roughly $122 million for about 437 clients and serves individuals (including high‑net‑worth clients), employer retirement plans, charitable organizations, and businesses. The firm provides wealth management (investment management plus financial planning), retirement plan consulting/management, and may coordinate implementation through outside managers. The firm develops individualized investment policies and focuses on asset allocation, using a mix of passive and active strategies informed by fundamental, technical, and macro analysis and Modern Portfolio Theory; it can manage accounts on a discretionary or non‑discretionary basis and works with third‑party managers, including a relationship with Adhesion Wealth Advisor Solutions. Financial planning is offered both as one‑time project engagements and as ongoing planning relationships, and the firm will construct socially responsible portfolios on client request. Noteworthy among peers, the firm conducts educational seminars for organizations and the public on financial topics (offered virtually or in person, with fees reported from $0 to $3,000), a service the brochure highlights as purely educational and not individualized advice. The brochure also discloses that the firm’s principals operate a separate consulting business (Encore Consultants, LLC) and that one principal maintains an insurance license but does not sell commissionable products, relationships the firm says are disclosed to clients and managed as potential conflicts.

To learn more about the advisors currently working at Encore Wealth Advisors, 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.