Encompass Advisors, Ltd.
Encompass Advisors, a Fee Only Registered Investment Advisor, combines the disciplines of investment management, finance, law and taxation.
Our one fee includes investment management, financial planning and Social Security strategies to optimize retirement benefits.
Our expertise is financial and investment advice fulfilling the dual but incongruent objectives of sophisticated investors: realistic risk-adjusted returns and capital preservation.
Jon Randolph Green, President of Encompass Advisors, is an Attorney, Certified Public Accountant, Certified Financial Planner and a AICPA Personal Financial Specialist. Jon is a member of the American Institute of Certified Public Accountants (AICPA) and the Personal Financial Planning section of the AICPA. He also holds a Master of Business Administration (MBA) in Finance (summa cum laude) from Indiana University.
Our goal is to achieve our clients’ return objective with the least amount of risk that minimizes the potential loss of capital in any market environment.
We are not an aggressive firm just seeking clients to finance fast growth, large profits and big bonuses. We are experienced, fee-only specialists who are independent and objective, with one agenda…..the best interest of our clients.