At Encompass Advisors Ltd., we do more than just build spreadsheets and crunch numbers. We get to know you on a personal level — your lifestyle, health, finances, family structure, values, and goals. Our underlying philosophy is patience and empathy. And we believe in math, not luck; sound judgment, not speculation. We know that preserving and growing wealth is the result of careful analysis, defined discipline, and clear and distinct strategies. 

Located in western North Carolina, Encompass Advisors is a fee-only Registered Investment Advisor (RIA) firm, meaning that we are compensated solely by the client. We are a fiduciary and provide unbiased judgment based on experience, prudence, and our clients’ best interests. We work closely with your other trusted advisors, including attorneys and CPAs as needed. 

We serve a diverse base of clients, such as professionals, business owners, retirees, and those preparing for a transition. We help clients — locally and nationally — with everything from managing their 401(k), to changing careers, to optimizing retirement and Social Security benefits, to adjusting their financial plans after a spouse has passed away, to ensuring the long-term care of a beloved pet through estate planning. 

If you want wealth management and investment guidance with a warm, personal approach, reach out to us today.

Encompass Advisors, Ltd.

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Encompass Advisors, Ltd.

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