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Our Firm

Encompass Advisors, Inc. was formed in 2007 when both Brendan Jeffery and Gary Castine decided to bring their years of experience and services directly to clients as independent financial advisors.

Currently, both Brendan and Gary have over 14 years of service each in the financial services industry guiding clients in all aspects of their financial lives including investment planning, retirement planning, tax preparation, estate planning, etc.  We strive to offer independent advice without the pressure of quotas, commissions or other stresses.  It's about the client, not the numbers.

The years of experience have brought insight into how the markets work and we bring that to the table.   Our philosophy is conservative in nature with the thought that it's better to be the tortoise than the hare.  In most accounts we take profits in good years and buy at times when everyone else is selling.  Buy and hold has not worked in over a decade and we tend to believe that "if you don't take your profits, the market will".  We meet with our clients like a dentist does.  When you come in for a meeting, we schedule the next.  Performance meetings or portfolio reviews occur every six months even if it just to tell you "everything is fine".

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, FASFA or education planning, medicare, mortgages, refinancing, car purchases, etc.  Our assistance is always available to you and we want to make your life easier and less stressful.

Before we ever get to investments, we perform our version of a financial plan or cash flow analysis.  This exercise is very beneficial to both you as a client and us as your financial professional.  The cash flow analysis, income statement and balance sheet are done for you as a family.  It provides detailed information on your expenses, assets and taxes and gives us awesome projections on how long your assets will last and how much your savings need to be.  We call it the "financial bible".

We are always looking for new clients.  For a review of your situation, please give us a call or email us.