Wealth management in plain english.

Beyond the Numbers Blog

Wealth Management
The shrinking generational wealth transfer

The upcoming generational wealth transfer isn't what it's cracked up to be. The mindset around inheritance has changed - and the older generations are leaving less for their children.

News
Back to the Real Stock Market Cycle

The stock market: It’s something that seems easy to understand. But it rarely acts the way you expect—and that’s true for everyone, including seasoned investors.

Retirement
The Healthy Retirement Mindset: Making Proactive Decisions

A healthy retirement mindset can help you be proactive and better prepare for one of life’s most significant transitions.

News
What Causes Bank Failures (and a Bank Alternative)

Bank failures occur when banks have more debt than assets. Often, customers can panic, potentially causing a total collapse.

Financial Planning
Are All Fiduciary Financial Advisors Created Equal?

Fiduciary financial advisors legally should act in your best interests, but some may be using their status to swindle clients.

A photograph of a hand holding a compass
OuR services

How we can help.

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 approach. Located in western North Carolina, we serve clients locally, nationally, and globally.