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About Encompass Advisors

We Believe

At Encompass Advisors, we provide wealth management and investment guidance for every aspect of your financial life – and we do it with a warm, personal approach. Located in western North Carolina, we serve clients locally, nationally, and globally.

  • We believe that your financial well-being lies beyond the balance sheets. It’s about reaching the quality of life that you envision for you and your family.
  • We believe in the value of a handshake and the sincerity of our word. Because character is everything.
  • We believe in building trust through transparency and honesty. We want you to sleep well at night because we always put your best interests first.
  • We believe that everyone should have the opportunity to live a great life. Our goal is to help you achieve this.

  • We believe that financial planning is not a product, but a process. And that process begins with a conversation.
  • We believe in math, not luck. Sound judgment, not speculation. Preserving and growing wealth is the result of careful analysis, defined discipline, and clear and distinct strategies. 

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