Our Guys
Encompass Advisors, Inc. was formed in 2007 by its founders Brendan Jeffery and Gary Castine when they decided to bring their years of experience and services directly to clients as independent financial advisors.
As of January 1st 2023, Gary has since retired and his son Matthew Castine assumed his responsibilities for the firm.
Brendan has been in the business since 1996. Matt has been in the business since 2018 and has used that time to successfully become familiar with the responsibilities and credentials to take care of their clients. We strive to offer independent advice without the pressure of quotas, commissions or other stresses. We will always continue our relationships in a Fiduciary capacity.
Our philosophy is conservative in nature with the thought that it's better to be the tortoise than the hare. The foundation of vigilant money management comes from the belief in the Financial Planning Process. Making sure that, in every aspect, your money is working for you, your loved ones and finally (where possible) the causes close to your heart to “Leverage your Legacy.” We call it the "financial bible".
We want to be a true financial advisor to clients offering not only investment advice but advice on other matters such as taxes, wills, long term care planning, education planning, medicare, mortgages, refinancing, etc. Our Services are always available to you and we want to make your life easier and less stressful.
Brendan and his family
Brendan's wife, Melinda
Son, John "JJ"
(missing) Daughter, Cailey
Matt and his family
Matt's wife, Katlyn
Son, Austin
Son, Brayden
Brendan Jeffery
Financial Consultnat
585-383-9035
Brendan Jeffery is responsible for investment analysis, portfolio management, and risk assessment. Brendan is an insurance professional licensed by the New York State Insurance Department. Brendan's specialty is in equity review,...
Matthew Castine
Financial Consultant
585-383-9035
Matt has been with Encompass Advisors since the beginning of 2018. He's enrolled in the CERTIFIED FINANCIAL PLANNER program, and is currently licensed by the New York State Insurance department. Before coming to Encompass Advisors, he...