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Encompass Wealth Group

Encompass Wealth Group Email Formats

Financial ServicesFlag of US1065 Fairington Dr, Sidney, United States1-10 Employees

Key Contact at Encompass Wealth Group

Flag of US

John Eikenberry

Registered Investment Advisor | Independent Financial Planning Consultant | President

Company overview

Headquarters1065 Fairington Dr, Sidney, Ohio 45365, US
Phone number+19374981128
Websites
NAICS52
SIC628
Keywords
Financial Advising, Strategic Financial Planning, Retirement Planning, Life Insurance, Long Term Care, Estate Planning, Fixed And Equity Index Annuities
Employees1-10
Socials

About Encompass Wealth Group

At Encompass Wealth Group, we work hard to help seniors build, protect and preserve their assets through independent, holistic financial planning. Our passion is to have all clients experience financial peace of mind and security throughout their retirement years, by increasing cash flow and net worth while minimizing taxes for clients. Located in Sidney, Ohio, Encompass Wealth Group is in the business of advising clients who want to develop and implement an intelligent, effective long-term investment strategy, customized for their personal goals and resources. The firm’s professional perspective is to work hard to cultivate and preserve the trust and confidence of their clients. Their solutions reflect a thoughtful response to the key issues affecting the management of their clients' financial affairs. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Eikenberry Retirement Planning are independent of each other. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Vice President

Employees by Department

Encompass Wealth Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Encompass Wealth Group has never raised funding before.

Frequently asked questions

Encompass Wealth Group is located in 1065 Fairington Dr, Sidney, US.
You can reach Encompass Wealth Group at +19374981128.
Encompass Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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