Mid-size niche Sustainability and retirement-focused financial planning with a client base likely in the $10M–$25M revenue space; potential to upsell sophisticated tax minimization and cash flow optimization services to seniors and pre-retirees in a localized Ohio market.

Holistic planning Independent advisory relationship through Brookstone Capital Management suggests partnership-based offerings; opportunity to position Encompass as a comprehensive retirement strategy hub, cross-selling asset protection, income planning, and estate considerations.

Tech leverage Current tech stack includes Cloudflare, Divi, and SEO/analytics tools; potential to enhance client acquisition and retention via enhanced digital onboarding, better content customization for retirement planning, and data-driven targeting of seniors in need of long-term care and tax-efficient strategies.

Local focus Based in Sidney, Ohio with a small team; opportunity to scale through targeted local partnerships (CPAs, attorneys, senior housing providers) and expand service area while maintaining high-touch, personalized service.

Growth potential Revenue in the multi-million range and typical advisory firm benchmarks suggest room to grow AUM and revenue by expanding service lines (durable income planning, Roth conversions, RMD optimization, and educational seminars) and by highlighting CFP credentials to bolster trust and client acquisition.