Strategic Advisory for Business Owners Since 2008
Encompass integrates tax strategy, business consulting, retirement architecture, and capital advisory into one coordinated plan — so your business and personal wealth move in the same direction.
We believe business success should ultimately serve the owner — not compete with their personal financial future.
Too many companies grow in revenue yet remain unprepared for transition, liquidity, or life beyond daily operations. Our vision is to change that outcome by helping owners operate with the end in mind — integrating growth, protection, and succession into every major decision.
The goal is not expansion alone, but coordinated progress toward independence, continuity, and long-term stability.
Encompass provides coordinated business and financial advisory for owners who want their company, tax strategy, and personal wealth working toward the same long-term outcome.
Rather than addressing planning areas separately, we design a unified framework that integrates operational guidance, tax efficiency, retirement structure, and eventual transition planning. Our role is to help ensure that decisions made inside the business support the owner’s long-term financial objectives outside of it.
We work alongside your existing advisors — aligning them under a clear strategy so each recommendation supports growth, valuation, and future liquidity.
Every business owner’s situation is different.
Our process begins with understanding where you want the business and your personal wealth to lead — then building the structure around that destination.
We focus on long-term alignment, not isolated recommendations.
Business owners often work with separate advisors — CPA, financial planner, attorney, and broker — but none operate from the same long-term strategy.
Without alignment, success becomes inefficient.
Encompass operates as a strategic hub, coordinating business, tax, and wealth planning into a unified framework.
We don’t replace your advisors — we align them.
At Encompass, we don’t just offer services; we deliver integrated strategies that blend operational excellence with forward-thinking financial planning. We challenge the status quo to put you, or your business, in complete control of your financial destiny.
Operational planning, financial modeling, and fractional executive guidance for growth-stage companies.
Structure personal and business assets to preserve wealth across generations.
Advanced retirement plan strategies aligned with tax and liquidity planning.
Solutions for funding, liquidity, and transaction readiness.
Prepare the company, owner, and financial structure for transition.
Traditional advisors optimize individual areas.
Encompass designs the long-term outcome first — then aligns decisions to achieve it.
We focus on where you want the business and wealth to end up, not just what needs to be done today.
Start with a conversation about where you want the company and your personal wealth to lead — and whether they currently support each other.
Encompass, LLC
Through our fractional C-Suite solutions, we provide expertise in HR, CFO, Recruiting, Operations, and Succession Planning. We help business owners maximize value, reduce administrative burden, and align decisions with business objectives.
Encompass, LLC
We implement customized, non-traditional financial strategies designed to preserve assets and maximize your liquidity, flexibility, and control. Our solutions provide certainty and stability in any market.
Encompass, LLC
We redefine retirement planning, offering wealth-building solutions beyond traditional 401(k)s and qualified plans. Our in-house TPA centralizes HR resources for greater efficiency and employee financial well-being.
for brokers
We partner with brokers to strengthen relationships with HR and CFO decision-makers. Our tailored solutions enhance the broker’s value proposition and position them as trusted advisors.
The Pursuit of Business
Our digital publication delivers data-driven content and market insights, reaching tens of thousands weekly. A powerful platform for thought leadership and advertising opportunities.
Unwavering Commitment to Strategy, Financial Strength, Integrity, Client Growth, and Philanthropy for Those Who View Business as an Extraordinary Pursuit.