Perhaps the best consulting and wealth management team in the united states

Encompass Group

Where Business Strategy meets Financial Certainty

Vision Statement

Our vision is to redefine the standard for financial and business advisory by blending operational excellence with forward-thinking financial planning. We envision a future where our clients exit their business on their terms, retire with confidence, and pass on more than wealth-they pass on wisdom, structure, and opportunity.

Encompass Group Overview and Client-Centered Approach

Trust Encompass

We implement customized, non-traditional financial strategies designed to preserve assets and maximize your liquidity, flexibility and control of your monies.. Our solutions provide certainty and stability, helping clients safeguard their wealth in any market conditions.

Consult Encompass

Through our fractional solutions model, we deliver C-Suite expertise in key business areas:

- HR – Strengthen and align your workforce with business goals.
- CFO – Optimize financial strategies and improve cash flow.
- Recruiting – Build high-performance teams.
- Operations – Streamline processes to increase efficiency.

Succession Planning – Prepare businesses for a successful transition or exit.

Our approach helps business owners maximize the value of their business to reduce administrative burden and align with business objectives

Trust Encompass for Brokers

We partner with brokers to strengthen relationships with HR and CFO decision-makers. Our tailored solutions enhance the broker’s value proposition, creating deeper client relationships and positioning them as trusted advisors.

Ascensus by Encompass Group

We redefine retirement planning by offering wealth-building solutions beyond traditional 401(k)s and qualified plans. Our goal is to enhance employee financial well-being while ensuring long-term success for employers.With our in-house TPA, we simplify and centralize HR resources for greater efficiency and impact.

Profit: The Pursuit of Business

Our digital publication delivers data-driven, technical content and market insights, without the Fortune 500 budget. Reaching tens of thousands weekly, it’s a powerful platform for thought leadership and advertising opportunities.

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Dedicated to the pursuit of business

Unwavering Commitment to Strategy, Financial Strength, Integrity, Client Growth, and Philanthropy for Those Who View Business as an Extraordinary Pursuit.

What Our Customers Say

Hear from Our Satisfied Clients

“I wish I had engaged with Encompass Group before I sold my practices. They could have guided me on a few different topics that my accountant and attorney didn’t think of. I would have been in a position to be able to negotiate for more”.

Dr. C.F., ODConnecticut

“The financial strategies you provide to business owners make a real difference in two crucial areas: building long-term, tax-advantaged wealth and planning for a successful exit. As someone who’s been an accountant for 30 years, Your approach is truly unique. I hadn’t considered these strategies or how effectively you implement them. Well done.”

S.S., CPAConnecticut

“Planning for my practice exit was NEVER on my radar screen. Thanks to you, I actually have a clue as to when and how I’ll exit, with a sense of knowing how much I’ll get”

Dr. D.K., DCTexas

“As a fellow physician running multiple MediSpa locations, I know how easy it is to get caught up in the daily grind and overlook long-term planning. Working with Encompass Group opened my eyes to the importance of having a clear strategy for selling my five practices when the time is right. They helped me step back from the day-to-day operations and focus on positioning my business for a successful sale—something I hadn’t seriously considered before. If you’re like me and haven’t thought much about your exit plan, I highly recommend connecting with Encompass Group”

Dr. R.K. California

“Working within IT, proudly, I make a great salary. I am capped at what I was able to put into my company's retirement program. Encompass Group showed me an additional strategy that allowed me to position myself to put as much away as I want and that would be tax-free when I retire. Thank you.”

J. H.Missouri

“Brian was patient and willing to answer all our questions when it came to us obtaining a Long Term Care policy. He guided us as to what would work best FOR US and we are deeply grateful.”

Mr & Mrs HConnecticut

“Encompass Group offered seminars and programs that benefited our Association members. The topics he brought were ones that are not generally discussed with our Association and were very well received from our membership.”

Dr. M.D., President of a Medical Assoc Connecticut

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