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Additional information |
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Encompass Advisors, LTD |
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Overview:
Encompass Advisors, a Fee Only Registered Investment Advisor, combines the disciplines of investment management, finance, law and taxation. Our one fee includes investment management, financial planning and Social Security strategies to optimize retirement benefits. The President is a CFP, CPA/PFS, holds a JD (law degree) and an MBA degree in Finance.
We are an advisory firm providing the expertise and guidance investors need to separate fact from fiction, myth and emotion. This delineation of fact and fiction, rationality and irrationality, emotion and stability is crucial to the process of making consistently optimal financial decisions.
We earn and preserve our clients’ trust and respect and have a significant long-term positive influence in their lives by providing the integrity, consistency, expertise and judgment necessary to help each client achieve serenity in financial peace of mind.
How do we maintain this long-term trust and respect? Performance, reliability, openness. All critical attributes, but the quintessence is wisdom, authenticity and judgement. Our words and actions reflect an inner-truthfulness which our clients respect. Our clients sleep well knowing we care and that their best interests always come first.
At Encompass Advisors, we deal with reality, not beautiful beaches, canoes or sunsets. Real people making critical investment and financial decisions impacting the rest of their lives. We are not an aggressive firm just seeking clients to finance fast growth, large profits and big bonuses. We are experienced fee only specialists who are independent and objective, with only one agenda,
The best interests of our clients. Period.
If you are looking for scripted answers, excessive drama, hidden expenses and undisclosed risk, You will be disappointed. If you want to work with genuine, knowledgeable people, with a heart and soul, who have a deep sense of responsibility but with a sense of humor, charge a fair price, and are always there, continue on and you will discover the secrets to financial peace of mind. |
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