Welcome to Compass Financial Planning

We build in-depth relationships and provide customized investment management and financial planning services to help our clients reach their financial goals. These goals and life circumstances change over time. We understand this and are steadfast in providing the support our clients need to adjust to present changes in order to meet future goals.

Investment Management


Compass will work with you to build a customized investment portfolio, monitor the portfolio on an ongoing basis, re-balance the portfolio regularly and provide financial planning services as desired.

Financial Planning


We also provide one-time, project-based financial planning services including college saving planning, retirement planning, debt/credit planning or  comprehensive financial planning.

The Compass Beliefs

Compass Financial Planning’s mission is to help our clients establish and reach their financial goals through open communication, education, responsible investing and thoughtful financial planning.

The core values that we espouse in executing on our mission are:

Transparency: Our clients should understand their investments, their financial plan and the fees they are paying.

Availability: We are here when our clients need us to answer their questions and address their concerns.

Education: We will explain investments and financial matters in plain English so that our clients understand their financial situation.

Responsibility: We understand the trust our clients place in us and make investment decisions based on thorough research.

Fiduciary: The best interests of our clients always come first.

The Compass Difference

Experience

Understanding how markets behave in different environments and maintaining calm and perspective are essential to long term investment success. When you work with Compass, you can feel comfortable that your advisor has significant experience in the Investment Management industry and has invested through a variety of challenging market environments.

Research

Compass invests its firm resources and time into the research process in order to make informed decisions regarding asset allocation and investment selection. We take an open-minded, data driven approach which means that you will be invested in what we believe will generate the best outcome for you over time and not necessarily what is popular today.

Communication

Having open channels of communication is essential to planning and investing appropriately to meet each client’s goals. Compass promises to be readily available to address any questions or concerns you may have. We structure our business model in such a way as to ensure the appropriate amount of time and attention is available for each client.

Let’s Make Your Financial Goals Happen