Wealth management in plain english.

Beyond the Numbers Blog

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.

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.

3 Things We Learned from the Edward Jones SEC Fines

The recent investigation of Edward Jones SEC fines highlights issues in the industry, including how easy it is for the brokerage system to mask failures.

Healthcare Private Equity Trends and What It Means For Your Portfolio

Private equity has been buying up emergency beds, hospices, retirement homes, and other healthcare services. Here is what these healthcare private equity trends mean for your portfolio.

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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.