Matthew
Yarbrough

Encompass Wealth Advisors, LLC

CRD#6331852
Investment Advisor
in Portland, OR

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About this Advisor

Matthew Yarbrough is a certified financial planner based out of Portland, Oregon with a total of 5 years of relevant experience. Yarbrough is currently employed by Encompass Wealth Advisors, LLC. Their career trajectory has included roles at Rvk, Inc, Encompass Wealth Advisors, LLC, Edward Jones and Linfield College. Yarbrough has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Oregon. Encompass Wealth Advisors, LLC is a registered investment firm based in Portland, OR. It handles $282 million in assets under management among its 920 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 920 client accounts, 51% belong to high-net-worth investors who have at least $1 million in investable assets. Encompass Wealth Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the services provided. However, fees billed by Encompass Wealth Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

15350 Sw Sequoia Parkway Suite 250
Portland, OR 97224

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Encompass Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$281,546,072

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

920

OR Average: 1,309
Average Account Size

$306,028

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Matthew Yarbrough Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Encompass Wealth Advisors, LLC

2018 - 2018 (< 1 year)

Encompass Wealth Advisors, LLC

2015 - 2018 (3 years)

Rvk, Inc

2014 - 2014 (< 1 year)

Edward Jones

2011 - 2015 (4 years)

Linfield College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Yarbrough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Encompass Wealth Advisors, LLC

Matthew Yarbrough
Portland, OR
Matthew Presjak
Portland, OR
Colin Williams
Portland, OR
Mary Minshall
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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