Our Beliefs

At Encompass Advisors, we provide wealth management and investment guidance for every aspect of your financial life – and we do it with a warm, personal, and transparent approach.
While we are based in western North Carolina, we serve clients across the globe.

Our
Beliefs
01

We believe that your financial well-being lies beyond the balance sheets. Investing is really about reaching the quality of life that you envision for yourself and your family.

02

We believe in the value of a handshake and the sincerity of our word. Because character is everything.

03

We believe in building trust through transparency and honesty. You can sleep well at night knowing that we always put your best interests first.

04

We believe that everyone should have the opportunity to live the life they want.

05

We believe that financial planning is not a product, but a process. And that process begins with a conversation.

06

We believe in math, not luck. Sound judgment, not speculation. Preserving and growing wealth is the result of careful analysis, defined discipline, and clear strategies.

Our Beliefs

What makes us
stand out.

We’re a true fiduciary. There are no commissions. And we’ll always give you our honest opinions. Our team is flexible, and we can work seamlessly with your advisors and family to create a plan
that works.

As a fiduciary, your best interests come first
Commission-free investments and life insurance
Support for held-away 401(k)s and other retirement assets
Meet in person, online, or over the phone
Over 40 years of experience with a solid tech stack to support your decision making
The team

Small multi disciplinary teams
make it personal.

Jon Green
CFP®, CPA, MBA, JD
President & Founder

Jon Randolph Green is President, Founder, and Financial Advisor at Encompass Advisors. With decades of experience in Wall Street banking, accounting, law, and as a CERTIFIED FINANCIAL PLANNER professional, Jon is passionate about calculations, analysis, and helping individuals and families make their money work harder.

A native of Washington, DC, Jon received a Bachelor of Science degree in Accounting (magna cum laude) from the University of Maryland, and a Master of Business Administration in Finance (summa cum laude) from Indiana University. He also earned a Doctor of Jurisprudence Law Degree (cum laude) from the University of Notre Dame Law School. Jon is a member of the Bar of the State of Indiana.

Jon began his career with Arthur Andersen, and then became Treasurer of the National Academy of Public Administration. He held senior management positions in New York City at a NYSE financial services firm where he focused on public and private IPOs, mergers, acquisitions, and recapitalizations. He also advised several banks (including Barclays Bank, Dai-Ichi Kangyo Bank, and the Industrial Bank of Japan) on how best to structure credit facilities in security offerings. Other senior management positions held by Jon include: President and CEO of Applied Earth Technologies, Managing Director of International Equisource Ltd. (an advisor to international investors), and CFO of an energy company listed on the American Stock Exchange.

As a financial advisor, Jon is passionate about sharing his insight and expertise to help clients make the best financial decisions possible. He’s learned that financial peace of mind comes not only from knowing what to prepare for, but how and when.

When not in the office, Jon enjoys spending time with his wife, their African gray parrot, and their two dogs.
They love hiking in the mountains, marveling at the natural beauty of western North Carolina, and gardening.
Jon also dedicates his time and expertise to Brother Wolf, a local animal rescue shelter.

skills

Qualifications
& Certifications

Certified Public Accountant

AICPA

Certified Financial Planner

CFP Board

Attorney and Counselor

Indian State Bar Association

JD in Law

University Of Notre Dame

MBA in Finance

Indiana University

B.S

Accounting

As a financial advisor, Jon is passionate about sharing his insight and expertise to help clients make the best financial decisions possible.

After decades in the financial services industry, he’s learned that financial peace of mind comes from knowing what to prepare for, how, and when.

Stephanie Platt

Client Service Manager

Stephanie Platt is Client Service Manager at Encompass Advisors. With more than 25 years of experience in the financial services industry, she focuses on providing operational, administrative, and account maintenance services.

Interested in Finance at an early age, Stephanie earned a Bachelor of Business Administration in both Finance and Economics.

Prior to joining Encompass Advisors, she accrued extensive experience in the industry through a variety of leadership positions.

Stephanie assisted top producers with sales and marketing at Dean Witter Reynolds, led the Product Division at Vestax Corporation, helped develop an RIA firm specializing in money management strategies, and created a group annuity platform for 401k plans.
She was also the Regional Sales Manager of an insurance marketing organization and Director of Sales and Product Development for a mid-size broker-dealer. Stephanie is series 6, series 7, and Life Insurance licensed.

With a strong work ethic and an attentive approach, Stephanie ensures that clients’ needs are met with care and detail. Her ability to maintain effective client relationships is rooted in her broad industry experience and her passion for providing premium service.

Outside of work, Stephanie enjoys camping with her husband and three children, as well as quilting, embroidery, and reading.

Lisa Valentine

Systems Manager

Lisa Valentine is Systems Manager at Encompass Advisors. With more than 18 years of experience in the financial services and investment management industries, she focuses on software and database systems integration, as well as client portfolio performance reporting and analysis.

A graduate of Middle Tennessee State University with a bachelor of science degree (magna cum laude), Lisa began her career as a Margin Trading Specialist with J.C. Bradford, a Nashville-based investment banking and brokerage firm.

Prior to joining Encompass Advisors, Lisa was a Portfolio Operations Manager for a wealth management firm providing services and operational support for affiliated Registered Investment Advisors.

With a keen attention to detail and a passion for
problem-solving, Lisa specializes in database systems optimization and process documentation for investment management firms across the country.

Always eager to embrace a new challenge, she has managed multiple software and database conversions and implementations throughout her career.
Looking to join us ?

Looking for a
Career in Finance & Investing ?

Send us your CV at  

career@encompass-advisors.com
Current Openings
Wealth Manager
Brevard, North Carolina


‍We are seeking an cwho is

• Curious
• Thoughtful
• Creative
• A relationship-builder
• Flexible
• Big on integrity
• A people person
• Open to diversity
• Seeking growth
• Open to diversity
• Seeking growth


If you’re looking for a chance to do the kind of work that adds up to something meaningful,

If you thrive in a collaborative environment, surrounded by smart, motivated people,

If you’re committed to sharing unbiased, objective advice and have the experience to prove it,

Then we’d love to hear from you.

You don't need to be an RIA right off the bat. You may have worked as broker. What matters is that you are genuine and want to help others plan their financial lives - without commissions.

Please apply if you live within 30 miles of Brevard, NC. We're remote friendly and can work with flexible schedules.

our space

Life at
Encompass Advisors

Office.

Headquartered in Brevard, North Carolina, we are thankful to be surrounded by a peaceful and creative environment. Only hours away from hotspots like Ashville or Charlotte, we are able to serve a diverse clientele. At the same time, we support investors nationwide in making lifechanging financial decisions.
A view of the Blue Ridge mountains.
Solace
The Overlook.

Workspace

Our workspace is an array of buildings and outdoor areas in Brevard. If we aren't in a Zoom call, we can discuss investments on our carefully cultivated property or in the office.
A Good View.
The Overlook.

Peace of Mind

Our philosophy is that clients should have peace of mind about their financial lives. For that reason, we designed the Encompass Advisors office to be as welcoming and relaxing as possible.
Solace
Solace
Contact us

Want to discuss your finances with us
& plan your future ?

Recent Highlights

What are we doing over at Encompass Advisors?
When we aren’t speaking with clients, we are watching the markets and running numbers.
Get our latest, in-depth insights here.

eBook

In Financial Peace of Mind, you won’t find complicated spreadsheet formulas or
oft-repeated definitions.

Instead, this book seeks to boil down over 40 years of experience in investing, financial planning, and retirement planning
into an easy-to-read guide.