Incompass Financial
Financial Services • 
Marietta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 4994 Lower Roswell Rd, Suite 4, Marietta, GA 30068, US |
| Phone number | +17709719141 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Insurance Planning, Business Succession Planning, Asset Protection, Wealth Management, Portfolio Construction, College Planning, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Estate Planning, Cash Flow, Education Funding, Family Office Services, Real Estate Investment Advisory, Tax Optimization, Tax Reduction Strategies, Philanthropic Planning, Inheritance, Insurance Planning And Auditing |
| Founded | 1996 |
| Employees | 1-10 |
| Socials |
Key Contact at Incompass Financial
Britney Yochum
Director of Business & Client Operations
Incompass Financial Email Formats
Incompass Financial uses 2 email formats. The most common is {first initial} (e.g., j@incompassfp.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@incompassfp.com | 50% |
{first name} | john@incompassfp.com | 50% |
About Incompass Financial
Welcome to Incompass Financial, where every step we take is with your best interests in mind. Our mission is to partner with you through every milestone of your life, ensuring that your financial plan aligns seamlessly with your most cherished aspirations and dreams. Founded in 1996 and formerly known as Vining Financial Services, Inc., our transformation into Incompass Financial in 2020 was accelerated by a strategic acquisition, enhancing our commitment to guide you expertly through your financial journey. This development has improved our service offerings and solidified our approach, which is centered on three core principles: Integrated: Our relationship with you considers every aspect of your financial life. Invested: We are deeply committed to your success, dedicated to ensuring your financial wellbeing. Involved: Our team is actively engaged in crafting strategies tailored just for you. Our engagement begins with a free initial consultation to confirm our fit and outline your financial vision. This process extends into a detailed discovery phase, where we craft a strategic plan that not only serves as your financial roadmap but truly reflects your personal aspirations. We diligently implement, monitor, and refine this plan, ensuring it evolves with you, all part of our promise to deliver a distinctly personal, white-glove experience. Our team at Incompass Financial is eager to guide you to financial clarity and success. Schedule your free consultation today. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Incompass Financial Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Incompass Financial revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Incompass Financial has never raised funding before.
Incompass Financial Tech Stack
Discover the technologies and tools that power Incompass Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
CDN
United Kingdom
South Africa
Poland
Frequently asked questions
4.8
40,000 users
