Founded by Ryan K. Halley, Compass Personal Finance is an independent, fee-only Registered Investment Adviser firm based in Iowa. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide clear, unbiased, and comprehensive financial planning and investment management services, helping clients organize their finances, invest wisely, and achieve their long-term goals such as retirement.

Founded in

United Kingdom