Encompass

We are...

A multi-disciplinary, comprehensive financial planning firm with core beliefs in fee-based financial planning,
risk-management, protection and asset management.

Understanding Your Goals

Goals are personal. Wealth management should be too. Achieve your financial goals with our collaborative and intelligent solutions with a data-driven approach. We begin this process by examining your current life stage and identifying your specific financial desires and objectives. We then proceed to implement a comprehensive plan that’s designed to bridge the gap between your current financial situation and your long and short term goals. Helping you gain perspective, a sense of security and peace of mind is our chief objective.

Creating A Wealth Management Plan

Through customized solutions allowing your wealth to span generations, Encompass Financial Partners offers effective wealth planning designed to address every area of your financial life. Whether you’re just starting your career or approaching retirement, you will want a financial plan that is tailored to meet your individual goals and priorities. We begin this process by examining your current life stage and identifying your specific financial goals and objectives. We then proceed to implement a strategy designed to bridge the gap between your current financial situation and your desired objectives.*

Here For The Long Term

A multi-disciplinary, comprehensive financial planning firm with core beliefs in fee-based financial planning, risk-management, protection and asset management. Our diverse team is comprised of seasoned professionals, each of whom has earned advanced professional and industry accreditation and credentials. We adhere to the highest ethical principles and are committed completely to our clients. We understand the volatility of the marketplace and have charted our clients’ financial courses accordingly. Our clients understand that we are here for the long term and recognize our dedication to their financial success. Let us be your personal financial head coach.

About Us

An elite, fee-based financial planning firm, our financial professionals offer individualized strategies to help improve our client’s complex financial situations and specialize in coordinating with your existing

 relationships to identify gaps and opportunities to help you meet your long and short-term goals.