Insights

Target Market Focus Encompass Wealth Group specializes in serving seniors with customized financial planning solutions, presenting an opportunity to offer senior-focused financial products and estate planning services tailored to their unique needs.

Growth Potential With a revenue range of 1 million to 10 million and a small team, the company is positioned for expansion, making it an ideal candidate for scalable financial technology solutions or personalized advisory services to support their growth.

Digital Presence Utilizing SEO tools like Yoast SEO and cloud-based infrastructure, Encompass Wealth Group values digital engagement, creating avenues for digital marketing partnerships, online educational platforms, or client engagement tools.

Professional Credentials Their emphasis on CFP certification underscores a commitment to professional excellence, offering opportunities for advanced training programs, certification sponsorships, or industry-specific compliance solutions to enhance their advisory capabilities.

Competitive Landscape Operating in a market with large players like Merrill Lynch and Charles Schwab, there is potential to position targeted niche services or technology-driven personal finance management tools that differentiate Encompass Wealth Group from big competitors.

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?

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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?

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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?

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

What is Encompass Wealth Group's NAICS code?

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Encompass Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does Encompass Wealth Group have currently?

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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?

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Encompass Wealth Group operates in the Financial Services industry.

What technology does Encompass Wealth Group use?

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

What is Encompass Wealth Group's email format?

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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

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