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Encompass Financial Planning
Encompass Financial Planning provides comprehensive financial planning to improve clients' lives. Comprehensive financial planning is the process of...
Overview
Encompass Financial Planning provides comprehensive financial planning to improve clients' lives. Comprehensive financial planning is the process of determining whether and how an individual can meet their life goals through proper management of their financial resources. Planning areas include college, tax, insurance, investment, retirement, and estate.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
West Linn
Principals
Rich Dougall
President of Encompass Financial Planning and Director of Financial Planning, CFP®
Katherine Dougall
Senior Administrator / Client Services & Insurance Support
Frequently asked questions
Is Encompass Financial Planning a fiduciary?
As a Registered Investment Advisor (RIA) regulated by the SEC or its state securities authority, the firm bears a fiduciary duty to place client interests ahead of its own. This means its compensation structure is fee-only — no commissions, no proprietary products — and every investment recommendation must serve the client's best interest. This obligation is legally enforceable under the Investment Advisers Act of 1940.
What investment vehicles does Encompass Financial Planning typically use?
The firm's published materials indicate a preference for low-cost index funds, exchange-traded funds (ETFs) and, where appropriate, individual municipal or taxable bonds. It does not market access to private equity, venture capital, or hedge fund limited partnerships. This building-block approach favors broad market exposure, tax control, and expense minimization over the pursuit of concentrated, active-manager alpha.
Does the firm specialize in serving a specific professional demographic?
Encompass Financial Planning's marketing and service descriptions point toward corporate executives, professionals in technology and industrial sectors, and individuals nearing or in retirement. A defined specialty involves advising on concentrated employer stock positions, including restricted stock units, employee stock options, and employee stock purchase plans — navigating rule 10b5-1 trading plans, tax liquidation sequencing, and diversification strategies.
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