Perhaps the best consulting and wealth management team in the united states
Executive Director
Encompass Group
Retirement Strategy & Financial Leadership for Medical Practices
A Strategic Affiliation to Support Your Members (Without Adding to Your Workload)
As the Executive Director of a member-driven Association or Society, you are managing an extraordinary range of responsibilities — often simultaneously:
- Keeping your Board aligned and satisfied with your leadership
- Overseeing legislative activity and ensuring lobbyists deliver results
- Coordinating state and national events, while aligning with broader professional priorities
- Retaining current members by demonstrating clear, consistent value
- Attracting new members in a highly competitive and time-constrained environment
At Encompass Group, we understand these pressures because we’ve been partnering with associations like yours across the country for over a decade.
One challenge we consistently uncover is this:
Your members — especially practice owners — are experts in their field, but they often struggle as business owners.
They excel clinically or professionally, but the financial and operational sides of the business are often inefficient, disorganized, or reactive. That’s where we come in.
How We Can Help You and Your Members
Encompass Group becomes an affiliated resource — not another vendor — for your organization. Our goal is simple: add value to your members in ways that help them:
- Run their practices more efficiently
- Maximize revenue while minimizing tax exposure
- Build sustainable, succession-ready businesses
- Strengthen their overall financial position — now and at exit
This partnership takes nothing away from your agenda, your budget, or your time — it’s additive.
You get to offer strategic, high-value resources to your members. Our goal is to assist individuals to achieve their goals. Encompass Group: We educate. You decide.
Why Encompass Is Different & Credible
- Deep experience advising medical practices, especially the financial functions and retirement/executive compensation spaces.
- Blend of business strategy + financial certainty: not just theory, but helping clients implement systems, tax-efficient structures, and exit planning.
- Understanding of regulatory, operational, and market pressures in medicine (e.g. reimbursement, overhead, scheduling, compliance).
- Personalized & fractional leadership: you get expert level advice without needing a full in-house executive team.
- Partner-oriented: we work with your operations & financial teams to integrate these strategies with what’s already in place.
- Better retention of your top medical talent (physicians, CFOs, clinical leads) through competitive retirement & compensation packages.
- Reduced tax burdens and increased financial flexibility in your personal and business life.
- Predictable pathways for your own transition / exit from practice without leaving value behind.
- Peace of mind knowing you have a plan, not just hopes.
- A more financially stable, efficient, and motivated practice.
How It Works
- Discovery & Assessment
We meet with your leadership / financial team to understand current retirement benefits, compensation practices, long-term goals, and financial performance. - Strategic Design & Modeling
We propose tailored retirement / executive compensation solutions (qualified, nonqualified, cash balance, deferred comp, etc.) and model financial scenarios, tax impact, and retention outcomes. - Implementation Support
Helping with plan administration, compliance, partner selection (trustees, recordkeepers), benefit communication, internal workflows. - Ongoing Monitoring & Adjustment
Regular check-ins as regulation, tax law, practice revenue, and talent needs evolve; adapt the strategy so it keeps working.