Encompass Financial Planning is an independent, fee-based Registered Investment Advisor firm that opened its doors in 2017. Our main office is in the suburbs of Portland, Oregon. Our firm provides advisory services in Oregon, Nevada, and other jurisdictions where presently exempt from registration. Due to technology, we can serve clients throughout the country. For persons inquiring from states or jurisdictions where we are not currently registered or exempt from registration, we cannot provide advisory services until after the appropriate registration is secured.

Encompass Financial Planning was created with one goal in mind: to provide independent comprehensive financial planning to our clients so they can look comprehensively at their lives and money and consider the relationship it has in their day-to-day lives. We strongly believe that money is an integral part of everything we do. We have found that when people have greater control of these resources, the decisions they make can lead to incredible confidence and outcomes.

As a Registered Investment Advisory firm and fiduciary, we are required and always will put our client’s interest first. Our sincere passion is to provide individualized attention and thoughtful advice, helping to remove financial uncertainty from our clients’ lives. We work with our clients in a collaborative fashion and encourage them to be active, and engaged partners in the planning process.