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Encompass Advisors, Inc.

Your Vision Is Our Mission


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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We Are Here For You

At Encompass Advisors, Inc. we understand the power of dreams, and we appreciate how hard it is to make those dreams come true. You face decisions every day that impact your long-term planning. How much money will you need to finance you dreams? Should you fund your children's education first, or get your retirement on track? That is where objective financial advice can make the difference. The right financial plan can help you answer your short-term questions and give you a roadmap to guide you to your dreams.

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What We Do

Through regular in-depth meetings, we apply our planning and investment management skills to your vision of the future.

  • Explore and articulate your financial and life goals
  • Design a financial plan tailored to achieving your priorities
  • Create an investment plan that balances appropriate investment risks and returns
  • Constantly monitor your financial and investment plans, keeping you on track

Get started right now by calling or e- mailing our investment professionals at Encompass Advisors. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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