What departments does Incompass Financial have?

Incompass Financial has employees across 2 departments including Finance, Operations.

What is the largest department at Incompass Financial?

The largest department at Incompass Financial is Finance with 2 employees.

Where are Incompass Financial employees located globally?

Incompass Financial has employees across 1 continents and 1 countries including United States Of America.

How has Incompass Financial's team size changed over time?

Incompass Financial's team has remained stable from approximately 4 to 4 employees based on available data.

Incompass Financial Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Incompass Financial is a financial services firm located in Alpharetta, Georgia, offering services tailored to individual financial planning. The firm describes its mission as partnering clients through life's milestones, aiming to align financial plans with personal goals and aspirations. Founded in 1996 as Vining Financial Services, Inc., it rebranded to Incompass Financial in 2020 after a strategic acquisition, and it emphasizes three guiding principles: integrated, invested, and involved. The engagement begins with a free initial consultation to assess fit and define the client's financial vision, followed by a discovery phase to craft a strategic plan. The plan serves as a roadmap and is implemented, monitored, and refined over time as circumstances change, reflecting a personalized and ongoing approach. Securities offerings are provided through Osaic Wealth, Inc., and advisory services are provided through Incompass Financial Partners, LLC; Osaic Wealth is separately owned.

Incompass Financial Global Highlights

North America
7

United States Of America
7

Incompass Financial's Leadership

T. Y.
Financial Advisor & Managing Partner
Mobile Phone
Email
B. Y.
Director Of Business & Client Operations
Mobile Phone
Email
L. S.
Client Services Manager
Mobile Phone
Email
K. V.
Financial Advisor
Mobile Phone
Email
L. H.
Administrative Assistant
Mobile Phone
Email

Incompass Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Incompass Financial

Name

Title

Contact Info

Location

Last Update

T. Y.
Financial Advisor & Managing Partner
Mobile Phone
Email
United StatesGeorgia
May 30, 2026
B. Y.
Director Of Business & Client Operations
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2025
L. S.
Client Services Manager
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
K. V.
Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 17, 2026
L. H.
Administrative Assistant
Mobile Phone
Email
United StatesGeorgia
Mar 24, 2026

Frequently Asked Questions

What is Incompass Financial known for?

Incompass Financial was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-770-971-****

. Explore Incompass Financial's company overview page for more information.

What is Incompass Financial's most common email format?

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

How many employees does Incompass Financial have currently?

Incompass Financial has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Incompass Financial's key employees and leadership?

As of July 2026, Incompass Financial's key employees include:

Financial Advisor & Managing Partner: T. Y.
Director Of Business & Client Operations: B. Y.
Client Services Manager: L. S.
Financial Advisor: K. V.
Administrative Assistant: L. H.

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Incompass Financial Employee Directory

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