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Encore Financial

EST. AUM
$1,290,000,000

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Firm Details

Metro area Minneapolis
CRD Number
Website encorefa.com
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Overview

Encore Financial is an independent private wealth management practice operating as a prominent member office within the national Affiliated Advisors network. On May 19, 2026, the firm expanded its operational scale by acquiring Financial Planning Partners. The firm operates as a multi-asset fiduciary allocator, utilizing a specialized internal model that integrates day-to-day capital deployment with proprietary tax preparation and corporate accounting services for families and multi-generational business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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