A Trusted Partner to Help You Achieve Your Financial Goals
We designed our firm from the ground up to put clients first. We are an independent, fiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals.
Experienced advisors, modern technology, and you.
Encore was created by technology entrepreneurs who have successfully built companies from the ground up. We assemble a team of advisors in different fields to focus on your goals and the most appropriate strategies to achieve them.
We define wealth management in personal terms.
The makeup of your financial resources is unique to you. Managing them should be too. We created Encore because typical wealth managers couldn’t deliver to us the personalized solutions best suited to our specific circumstances.
Improve your financial well-being. Simplify your financial life.
Supporting the proven financial and wealth-building strategies of Modern Portfolio Theory – used by sophisticated investors and ultra-high net worth families – is our experience building FinTech platforms. This combination helps us develop strategies to help you optimize your financial outcomes.
Our primary deliverables as fiduciaries.
Experienced advisors, empowered to do what’s right for you.
Your success is the only factor in our financial planning and investment management advice.
Independent custody.
Encore never has custody of your assets. Your portfolio is held in safekeeping at an independent custodian, completely unaffiliated with us.
Tailored financial support.
Your primary Encore advisor is backed by a team of experienced professionals across various fields, ensuring comprehensive support for all your financial needs.
We can't wait to talk to you!
We’re eager to meet you and are prepared to demonstrate the many ways Encore can help make your aspirations a reality. Our process starts by getting to know you and understanding your unique circumstances and personal financial goals. Then we compile an experienced team to help you optimize each of those components.