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Encompass Advisory Services


Founded in 2016, Encompass Advisory Services is a local RIA with over $65 million of AUM and annual revenue over $1 million. As a fiduciary and completely independent Registered Investment Advisor (RIA) firm, Encompass Advisory Services (EAS) accomplishes this by providing holistic financial planning which includes the integration of tax planning, estate planning, investment planning, and retirement planning. Our investment options are broad, not limited to a specific product, and cover the spectrum from CDs and Money Market accounts to individual stocks, mutual funds, and exchange traded funds. 

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