A complete list of active advisors currently associated with Encourage Financial LLC

Warmer can help you find a great advisor at Encourage Financial LLC or one who fits your needs even better.

Encourage Financial LLC is a Georgia-registered investment adviser that offers wealth management — combining financial planning and portfolio management — and also provides stand-alone financial planning, portfolio management, and periodic educational workshops. The firm’s brochure describes services for individuals, high-net-worth households, and small businesses, and it notes related offerings such as tax-return assistance and retirement-plan consulting. The firm’s stated investment approach blends Core + Satellite, Modern Portfolio Theory, and passive management, drawing on fundamental, technical, cyclical, and charting analyses to construct portfolios of ETFs, mutual funds, individual equities, and fixed income. Portfolios are managed on a nondiscretionary basis with written investment guidelines and client approval, and the firm emphasizes scenario analysis and stress testing to address tail and other downside risks; it uses a third-party operational partner (Altruist) for custody and trading support. Compared with peers, the brochure emphasizes two relatively uncommon practices: the firm presents periodic educational workshops and explicitly offers limited hourly planning engagements, rather than relying solely on asset-based or fixed project fees. The document also discloses that the firm’s principal holds CFP® and Enrolled Agent credentials and provides tax-preparation and licensed insurance services (with conflicts to be disclosed to clients), and that the firm was newly registered with no reportable assets under management as of the brochure date.

To learn more about the advisors currently working at Encourage Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.