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Jon Green

Advisor at Encompass Advisors, Ltd.

Updated today
Encompass Advisors, Ltd. logo

Firm

Encompass Advisors, Ltd.

Location

Brevard, NC 28712

Credentials

CFP®, PFS™, Series 63

Industry experience

21 years

About

Jon Green is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been the principal of Encompass Advisors, Ltd. since 2004. In addition to his advisory role, he is an author conducting research and writing on investment-related topics. Encompass Advisors, Ltd. provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on customized, long-term portfolio construction using a combination of low-cost mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and formal annual reviews.

Client services

Based on Encompass Advisors, Ltd.

Financial planning Portfolio management

Expertise

Based on Encompass Advisors, Ltd.

Wealth management Options & derivatives strategies

Occupation focus

Based on Encompass Advisors, Ltd.

Retired Founder/Business Owner

Fee options

Fixed

$200 to $8,000 fixed fee for financial planning services

Percentage

$0+: up to 1.00% annually Held-away assets+: additional 0.25% annually (platform fee, not retained by Advisor)

Project-based

$60 to $250 per hour for financial planning services

Other

Account minimum: $500,000

Location

10 Encompass Plaza

Brevard, NC 28712

Most active in

North Carolina

Work history

Encompass Advisors, Ltd

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lenward J

ChFC®

Hendersonville, NC

Envision Planning, LLC

Wealth management
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Paul M

Series 65

Hendersonville, NC

Veritas Investment Advisory Group LLC

General retirement planning Income planning Cash flow / budgeting Annuities Founder/Business Owner
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Christopher C

Series 66

Mills River, NC

C2 Financial Planning LLC

Income planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies

Germaine W

CFP®, CPA, PFS™

Hendersonville, NC

Inspired Financial Planners

Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

Wealth management Widow/Widower Women Professionals Baby Boomers (Born 1946-1964)
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Eric W

Series 65

Hendersonville, NC

Blueprint Financial Advisors

Retirement income strategy Early retirement planning Income planning Private / alternative investments Options & derivatives strategies
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William Z

Series 63, Series 65

Pisgah Forrest, NC

Fortress Private Ledger, LLC

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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