Compass Financial Group, LLC is an independent wealth management firm based in Raleigh, North Carolina. The firm focuses on providing customized financial planning, retirement planning, investment management, and insurance services to individuals, families, and business owners. They operate with a mission to guide clients towards their financial goals through a structured process they call "Envision, Enhance, Empower." As a Registered Investment Adviser (RIA), their advisors are affiliated with LPL Financial for brokerage and custody services, allowing them to offer a wide range of non-proprietary financial products and maintain an independent advisory role.

Founded in

United States