New Client Availability

I am not currently scheduling introductory meetings with new prospective clients.

Encore is a small planning firm by design. I limit the number of families I work with so that I can stay deeply involved in their retirement, investment, and tax planning rather than continually dividing my attention among new relationships.

For the remainder of 2026, my focus is on year-end planning for existing clients and on improving the way Encore works with the people I serve.

I’ve also learned quite a bit over the last few years about the situations where our approach creates the most value. I’m using this period to refine our planning process and better explain who Encore is — and isn’t — designed to serve.

I expect to begin considering a limited number of new client relationships in 2027.

If you’d like to be considered when that happens, you’re welcome to join the interest list below. Later, I’ll send you some information about how I work, and I’ll reach out as availability opens for people whose needs appear well matched to the firm.

There is no obligation on either side, and joining the list does not reserve a place in the practice.