Insights

Client-Centric Approach Encompass Wealth Group specializes in holistic financial planning tailored for seniors aiming to build, protect, and maximize their assets, indicating a strong focus on retirement planning and wealth preservation services directly aligned with affluent and nearing-retirement demographics.

Growth Potential With revenues estimated between 1 million and 10 million and a small team of 2-10 employees, the firm presents an opportunity for scalable growth and expansion into broader markets or additional service lines within the financial advisory sector.

Technology Stack Utilizing modern digital tools such as Cloudflare CDN, Yoast SEO, and JSON-LD suggests a digitally savvy approach to content delivery and client engagement, opening avenues for targeted online marketing and lead generation efforts.

Industry Positioning Operating in a competitive landscape alongside major firms like Charles Schwab and Fidelity, Encompass Wealth Group can leverage its personalized financial planning specialization as a differentiator to attract clients seeking tailored advice over large-scale corporations.

Regulatory Credentials The firm's certified financial planners with CFP credentials signal credibility and compliance, making it an attractive partner for clients prioritizing expert-backed financial strategies and regulatory standards, and presenting opportunities for co-marketing with credentialed professionals.

Encompass Wealth Group Tech Stack

Encompass Wealth Group uses 8 technology products and services including Cloudflare CDN, RSS, oEmbed, and more. Explore Encompass Wealth Group's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security

Media & News

Encompass Wealth Group's Email Address Formats

Encompass Wealth Group uses at least 2 format(s):
Encompass Wealth Group Email FormatsExamplePercentage
FirstL@eikenberryretirement.comJohnD@eikenberryretirement.com
57%
First.Last@eikenberryretirement.comJohn.Doe@eikenberryretirement.com
29%
FirstLast@eikenberryretirement.comJohnDoe@eikenberryretirement.com
14%

Frequently Asked Questions

Where is Encompass Wealth Group's headquarters located?

Minus sign iconPlus sign icon
Encompass Wealth Group's main headquarters is located at 1065 Fairington Drive Sidney, Ohio 45365 United States. The company has employees across 1 continents, including North America.

What is Encompass Wealth Group's phone number?

Minus sign iconPlus sign icon
You can contact Encompass Wealth Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Encompass Wealth Group's official website and social media links?

Minus sign iconPlus sign icon
Encompass Wealth Group's official website is ewgretire.com and has social profiles on LinkedIn.

What is Encompass Wealth Group's NAICS code?

Minus sign iconPlus sign icon
Encompass Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does Encompass Wealth Group have currently?

Minus sign iconPlus sign icon
As of February 2026, Encompass Wealth Group has approximately 6 employees across 1 continents, including North America. Key team members include Receptionist / Office Manager: D. C.Administrative Assistant: D. D.. Explore Encompass Wealth Group's employee directory with LeadIQ.

What industry does Encompass Wealth Group belong to?

Minus sign iconPlus sign icon
Encompass Wealth Group operates in the Financial Services industry.

What technology does Encompass Wealth Group use?

Minus sign iconPlus sign icon
Encompass Wealth Group's tech stack includes Cloudflare CDNRSSoEmbedGoogle Fonts APIJSON-LDPriority HintsYoast SEOCloudflare Bot Management.

What is Encompass Wealth Group's email format?

Minus sign iconPlus sign icon
Encompass Wealth Group's email format typically follows the pattern of FirstL@eikenberryretirement.com. Find more Encompass Wealth Group email formats with LeadIQ.

Encompass Wealth Group

Financial ServicesOhio, United States2-10 Employees

At Encompass Wealth Group, we work hard to help seniors build, protect and preserve their assets through independent, holistic financial planning.  Our passion is to have all clients experience financial peace of mind and security throughout their retirement years, by increasing cash flow and net worth while minimizing taxes for clients.  Located in Sidney, Ohio, Encompass Wealth Group is in the business of advising clients who want to develop and implement an intelligent, effective long-term investment strategy, customized for their personal goals and resources. The firm’s professional perspective is to work hard to cultivate and preserve the trust and confidence of their clients. Their solutions reflect a thoughtful response to the key issues affecting the management of their clients' financial affairs.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Eikenberry Retirement Planning are independent of each other.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Section iconCompany Overview

Headquarters
1065 Fairington Drive Sidney, Ohio 45365 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Encompass Wealth Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Encompass Wealth Group's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.