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Who We Are

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

Our Mission

We provide wealth management services to successful individuals, professionals, and business owners. Our vision is to be our clients’ most valuable asset by creating a wealth management firm that provides relevant solutions based on trust and integrity, with superior client service.

Our Values

Our Values

Impact

We take pride in promoting change and removing the fear of the unknown for our clients, impacting their lives for the greater.

Intelligence

Given our experience and knowledge in the industry, we are passionate about becoming the industry leader by achieving superior results for our clients.

Inspire

Our goal is to inspire clients to act and gain control of their financial future by making decisions that benefit them and their family.

Innovation

Our creative process helps clients make innovative financial decisions that exceed their needs and expectations.

Integrity

We build relationships on trust we have with our clients; employing straightforward integrity and ethical values that set the foundation of who we are.

Encompass Financial Partners provide expertise and services you can rely on from our dedicated advisors for comprehensive planning, consultation, implementation, administration, and more. We also manage communication with family members and advisers, remaining impartial as we continually serve your objectives.