Advisory Services

tax planningEncompass Advisory Services (EAS) provides comprehensive financial planning and investment management opportunities for individuals, businesses, pensions, trusts and estates, charitable organizations, and profit sharing plans.

EAS realizes that client’s needs vary and require the knowledge of a team with a various expertise.   We begin with an initial meeting to get to know you and truly understand your investment goals.  We always begin with the foundation in mind which revolves around the protection of principal. During this process we will uncover the suitability of a variety of options and tailor a plan for you.

Investment options include mutual funds, separately managed accounts, and partnerships.

As a dynamic fee-only financial advisor and offers its clients a range of fee options, including:

  • Asset-Based Fee
  • Performance-Based Fee
  • Retirement Planning Fee
  • 401(k) Advised Account Fee

Where applicable, clients may also qualify for certain fee discounts based on the current value of their portfolios.

Below is a list of some of our services.