Financial Planning Partners Announces $90 Million Merger With Encore Financial
By Amit Chowdhry ● May 21, 2026
Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced that Financial Planning Partners, led by veteran financial advisor Joan Gilles, has joined the firm. The merger adds approximately $90 million in assets under management to Encore from Cetera and represents a major milestone for both organizations as they align around a shared focus on client-centered financial planning.