At Innovative, we are a holistic financial planning firm specializing in the needs of individuals and business owners. For individuals, that traditionally means strategizing to achieve their goals, dreams and ideal lifestyle. For business owners, we believe in chasing the work-optional lifestyle, giving them the freedom to work for passion, not because they have to. We also understand that planning and portfolio management is not “one-size-fits-all,” and we’re ready to help with solutions that fit you!
Unique Solutions for Unique Clients
A Forward-Thinking Foundation
Our mission is to bring innovative solutions to our free-thinking clients, giving them the confidence to drive toward their goals. We also know that we can’t change the past, but we are in control of the future. Let’s get started on a path toward your vision of success!
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Phone: (614) 570-5950
Email: info@innovativeWBI.com
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Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Financial circumstances change, all investments carry risk of loss, and outcomes cannot be guaranteed.
