WHO WE ARE
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.
INDIVIDUALS AND FAMILIES
The goal of the partners at Compass Advisors is to be a true financial resource to our clients. Our expertise in navigating the investment markets, tax environment and estate planning landscape allows our firm to provide innovative financial planning solutions for high net worth individuals, business owners and young professionals; helping our clients and their families pursue financial independence while providing for future generations.
Compass Advisors also provides comprehensive financial services for business owners and their employees. Ranging from Employee Benefits, 401(k) and Pension Plans to Business Transition and Exit Planning, our partners work closely with business owners to provide tax-aware and cost effective solutions to service the needs of small to mid-size companies.