About Our Practice
At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work. Accomplished individuals and their families trust us to guide them on the path to financial independence, which transcends careers, businesses and generations.
We collaborate with clients to create personalized financial strategies and solutions. Our advice is unbiased and comprehensive, reflecting decades of experience in investment management, retirement planning and estate conservation.
Clients First Philosophy
As Registered Investment Advisors (RIAs), we are fiduciaries, required to act in our clients’ best interests at all times. We are independent, and have no incentive to sell specific products, brands or companies. “Clients first” is our deeply held belief and the foundation for everything we do.
At Compass, we advise business owners and entities as well as individuals and families who are at various points on their journey to financial freedom.
Our Managing Partners
Our experience sets Compass Advisors apart. Since our founding in 1987, we have delivered personalized solutions to meet clients’ needs at every life stage. Our team has evolved along with our practice, adding fresh perspectives and expertise.
Managing Partners Michael A. Cuneo and Lauren M. King provide leadership and direction to ensure all clients receive exemplary service and customized solutions.