Wealth management in plain english.

Beyond the Numbers Blog

News
Authoritarian Economies: A Historical View

A strong financial system offers everyone a chance to improve their standard of living—and it is an alluring campaign promise. Throughout history, the dream of economic prosperity for all has been used across the political spectrum. Regimes known for repression or draconian social laws have been no exception.

Retirement
To Retire Or Not To Retire, That Is The Question — Isn’t It?

Deciding when to retire dictates the rest of your life.

Wealth Management
Making the Most of Your Donation: Tax Mitigation, Legacy Planning, and More

Donations—whether through direct cash, trusts, or assets—stem from something more than money.

News
Linking Trump’s Economic Policies to Your Portfolio

As a financial advisor, I consider policies, not politics. And with President Trump elected to his second term, it was important to dive into his stated economic policy directions.

Wealth Management
Why Owning Individual Stocks Doesn’t Work

It’s hard to place exactly when the idea of owning individual stocks first appeared feasible to the everyday man. But it’s easy to see the appeal, especially when looking at the returns of game-changing companies.

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How we can help.

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.