Encompass Wealth Group Employee Directory

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.

Find Encompass Wealth Group employees' phone numbers or email addresses

Encompass Wealth Group Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Encompass Wealth Group's Leadership

  • Stylized image of a person
    D. C.
    Receptionist / Office Manager
    Phone icon
  • Stylized image of a person
    D. D.
    Administrative Assistant
    Phone icon

Encompass Wealth Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from Encompass Wealth Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Receptionist / Office Manager
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    D. D.
    Administrative Assistant
    Phone icon
    Apr 23, 2025

Frequently Asked Questions

What is Encompass Wealth Group known for?

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Encompass Wealth Group operates in the Financial Services industry. The company's main headquarters is located in 1065 Fairington Drive Sidney, Ohio 45365 United States; you can contact the main corporate office by phone at . Explore Encompass Wealth Group's company overview page for more information.

What is Encompass Wealth Group's most common email format?

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Encompass Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Encompass Wealth Group email formats with LeadIQ.

How many employees does Encompass Wealth Group have currently?

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Encompass Wealth Group has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Encompass Wealth Group's key employees and leadership?

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As of February 2026, Encompass Wealth Group's key employees include:

  • Receptionist / Office Manager: D. C.
  • Administrative Assistant: D. D.

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