Encompass Advisors
A Fee Only Registered Investment Advisor (RIA)
Under Federal Law We Have A Fiduciary Responsibility To Each Client
We Must Always Do What Is Best For You
Under Federal Law We Have A Fiduciary Responsibility To Each Client
Effective Financial Decisions are made at the Intersection of Dreams & Reality.
The concept simple, the process complex, the outcome priceless.
Financial decisions achieving your goals while enhancing your lifetime financial well-being.
Self-awareness, analytical capability and technical knowledge.
Lifetime financial stability and confidence
Sound Judgement in Conditions of Uncertainty
Concierge to Our Clients: Fiduciary, always available, we are there when you need us, advice always in your best interest.
Advisor’s Credentials: Attorney, CPA, CFP®, Master’s degree in Finance, 30 years’ experience in finance, law and investments.
Trusted counsel: One-on-one meetings, grounded judgement, unbiased advice, independent, objective, prudent.
Core Values: Fee-Only, transparency, openness, authenticity, client's best interest always first, not interested in fast growth, large profits or big bonuses.
Diverse Client Demographics: Assets span the continents from North America to Australia, but their objectives are similar: growth without sacrificing capital preservation.
State-Of-The-Art Resources: Same analysis, research, technology and systems used in the major financial centers.
Our focus is to help clients successfully navigate the staircase of life and achieve financial well-being. We realize focusing only on investment performance, while important, is not the answer to all of life’s decisions.
We guide our clients toward building an integrated lifetime financial solution that considers investments, retirement, tax saving strategies, cash flow, spending boundaries, budgets, debt levels, estate planning, asset purchases and sales. This process and our ongoing counsel encourages a sense of confidence and well-being, allowing our clients to successfully navigate life’s major transitional events, such as birth, college, marriage, divorce, aging and death.
Our unique background in the disciplines of investment management, finance, law and taxation allow us to help our clients delineate fact and fiction, rationality and irrationality, emotion and stability in the process of making consistently optimal financial decisions.
Our expertise is financial and investment advice filling the dual, but incongruent objectives, of sophisticated investors: realistic risk adjusted returns and capital preservation. Our goal is to achieve our client’s return objectives with the least amount of risk, that minimizes potential loss of capital in any market environment.
This disciplined decision-making process along with state-of-the-art analytic capabilities allows us to not only design optimal risk / return balanced investment portfolios, but provide our clients on-going valuable resources for addressing the multitude of decisions required in daily life.
Our goal is to keep clients for life by building relationships based on trust and respect. We become a significant long-term positive influence in our clients lives by delivering performance (doing what we say we will do), integrity, consistency, expertise and judgment necessary to help each client achieve serenity in financial well-being.
The challenge of making consistently effective financial decisions over your lifetime is like the overwhelming task of putting together a large jigsaw puzzle piece by piece. The big picture is lost in an overwhelming response of hopelessness. Where do you start? What are the guidelines for choosing one piece over the other? It is very easy to just give up because there is no direction, no clear vision of the ultimate result.
There is hope. The solution is a coordinated and systematic plan to guide one through the process.
This is what we do for our clients. We work with our clients to develop a foundation for systematically making effective financial decisions. We tell them to first focus on the puzzle box picture, then find the four corner pieces and then group all colors. Eventually, the cumulative result of effort and consistency is a beautiful mosaic on the dining room table.
By itemizing all their financial pieces our clients develop a clear and concise strategy that provides a systematic framework for making effective decisions because they have a coherent vision of the ultimate result, a lifetime of financial security and confidence.
To fully achieve our firm’s philosophy, we work closely with our clients and are always there for them to help with a broad range of unique needs and issues in addition to investment management and financial planning, including but not limited to:
"Without Your Integrity, You Are Merely a Succession of Meaningless Moments, Always Vanishing"
—Tricycle Perspectives
"Hey Yogi, I Think We're Lost"—Phil Rizzuto
"Ya, But We're Making Great Time"—Yogi Berra
"The Study of Money Is One in Which Complexity Is Used to Disguise Truth or to Evade the Truth, Not to Reveal the Truth"
—Jon Kenneth Galbraith
Without Your Integrity, You Are Merely a Succession of Meaningless Moments, Always Vanishing
—Tricycle Perspectives
Jon Randolph Green, is President of Encompass Advisors, a Fee Only Registered Investment Advisor. Jon is an Attorney, Certified Public Accountant, Certified Financial Planner and a AICPA Personal Financial Specialist.
Jon is a member of The National Association of Personal Financial Advisors (NAPFA), The American Institute of Certified Public Accountants (AICPA) and the Personal Financial Planning section of the AICPA.
A native of Washington, DC, Jon received a Bachelor of Science degree in Accounting (magna cum laude), from the University of Maryland in 1969, and a Master of Business Administration in Finance (summa cum laude), from Indiana University in 1975. He also received a Doctor of Jurisprudence Law Degree (cum laude), from the University of Notre Dame Law School in 1979. Jon is a member of the Bar of the State of Indiana.
Jon and his wife, Susan, live in Pisgah Forest, North Carolina on seven acres with three waterfalls. The offices of Encompass Advisors are also located in Brevard on a four building compound named Encompass Plaza. Jon and Susan love all animals. They have three dogs and an African Grey Parrot named "Obi". They plan on living in this area for the the rest of their lives.
Jon manages the Endowment for Friends for Life and their no-kill animal sanctuary, "The Forever Farm" for older and special needs animals, located in Lake Toxaway, NC.
Hey Yogi, I Think We're Lost—Phil Rizzuto
Ya, But We're Making Great Time—Yogi Berra
Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses. After graduating in 1994 with a Bachelor of Business Administration in Finance and Economics, she accepted a position at Dean Witter Reynolds, assisting several top producers with sales and marketing.
In 1995, she joined Vestax Corporation, where she headed their product division concentrating in Mutual Funds and Variable Annuities. Stephanie obtained her Series 7 license in January 1997.
In March 1997, she helped develop a new Registered Investment Advisory firm specializing in money management strategies for advisors and their clients. Her focus was ERISA Retirement Plans, developing a group annuity platform for use with 401k plans. Stephanie also held positions as a Regional Sales Manager of an insurance marketing organization and Director of Sales and Product Development for a mid-size Broker Dealer.
Lisa ValentineThe Study of Money Is One in Which Complexity Is Used to Disguise Truth or to Evade the Truth, Not to Reveal the Truth
—Jon Kenneth Galbraith
Lisa began her career as a Margin Trading Specialist with J.C. Bradford, a Nashville, TN based investment banking and brokerage firm. With more than 18 years of experience in the financial services and investment management industries she managed multiple software and data base conversions and implementations.
Her specialty is data base systems optimization and procedural process documentation for investment management firms across the country. Prior to joining Encompass Advisors, she held a position as Portfolio Operations Manager for a wealth management firm providing services and operational support for affiliated Registered Investment Advisors.
As Systems Manager, she is responsible for all software and data base systems integration as well as client portfolio performance reporting and analysis. Lisa holds a B.S. Degree (magna cum laude) from Middle Tennessee State University.
10 Encompass Plaza
PO Box 88
Brevard, North Carolina
28712
828.884.8840
