
Encompass Wealth Advisors LLC
Encompass Wealth Advisors, LLC, founded in 2014, is an independent, fee-only registered investment advisory firm based in Portland, Oregon. The firm offers comprehensive financial planning and investment management services tailored to individuals, families, and businesses. Their services encompass retirement planning, estate planning, investment management, liability and lending review, insurance review, education savings, and charitable giving strategies. Operating from their office at 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224, Encompass Wealth Advisors is committed to enriching clients’ lives by providing excellent financial advice and customer care, adhering to the fiduciary standard to ensure clients’ best interests are prioritized.