Experienced Leadership and Direction

We take pride in delivering meaningful value to our clients - and the best way to measure that is to ask the people who know us best: the clients we serve.

Why Encompass?

Like a good physician, we know that listening is the best diagnostic tool in determining a client's needs and wants. From the first day a client walks in the door, listening is at the core of our approach in understanding their unique needs.

In order to provide the best level of service we can, we carefully limit the number of clients we serve. Since quality can be compromised by ambition and growth beyond the core of one's business, our focus remains on quality.

About Encompass

Utilizing our special skills that have been cultivated through years of practical experience, formal education, and professional development

Listening and understanding our clients' current situations, goals, fears, dreams, and aspirations

Designing, implementing, and servicing customized multigenerational financial strategies

Our Firm

Michael Perros of Encompass Financial Advisors (located in Danville, Kentucky) has been serving the financial needs of individuals and their families, businesses, non-profit organizations, and associations for more than 40 years.

The company provides financial planning, asset allocation, investment management, investment advisory and related financial services. Encompass Financial Advisors offers experienced leadership in the direction and oversight of the plans developed for every client.

Focus Areas

We have identified 13 essential focus areas that we feel must be addressed in the lives of most of the people we serve. Some of these focus areas may not presently apply to your situation.

You may also have multiple focus areas, and you can prioritize the order of importance as you choose to address them.


It is important that you include all members of your professional team in the planning process, including your attorney, tax professional, and financial advisor.

Our Services

Encompass Wealth Management Focus Areas

The focus points shown highlight the comprehensive and personalized nature of Encompass Financial Advisors’ planning process. From investments, liabilities, and insurance to charitable gifting, estate planning, and business succession, each area is thoughtfully addressed to align with clients’ unique goals.

These services work together to provide a well-rounded financial strategy - helping clients grow and protect their wealth, plan for retirement, support their families, and leave a meaningful legacy.

By coordinating with your attorneys and leveraging expert insights, Encompass ensures every decision is informed, intentional, and made in your best interest.

Image

Investments

Provide an asset allocation and portfolio review.

Image
Liabilities

Take into consideration your liabilities and net worth.

Image
Executor/Trustee

Discuss existing executor/trustee designations.

Image
Insurance

Assess your life, disability, and long-term care insurance needs in evaluating existing insurance.

Image
Charitable Gifting at Death

Assist attorney in determining gifting strategies to help meet client's charitable goals at death.

Image
Qualified Retirement Plan/IRA

Review current contribution amounts, investment alternatives, and plan limits.

Image
Lifetime Charitable
Gifting

Work with attorney to develop charitable gifting strategies aligned with client’s goals.

Image
Gifting to Children/Descendants

Assist in determining charitable gifting goals and work with attorney to identify opportunities for wealth transfer to heirs.

Image
Durable Power of Attorney

Discuss existing Powers of Attorney, so financial advisor knows who is Agent and when Agent may serve.

Ready to Chat?

301 W Main St, Danville, KY 40422, USA

Get In Touch

Assistance Hours

Monday - Friday
8:30am - 4:30pm EST

Contact Details:

Address:

301 W. Main Street
Danville, KY 40422

Copyright 2025 . All rights reserved

Advisory services offered through Resurgent Financial Advisors LLC.

© 2025 Encompass Financial Advisors  |  Privacy Policy  | Form CRS (Relationship Summary)