Founded in 1999 as Compass Financial Partners, the firm joined Marsh McLennan Agency (MMA) in 2021. As a fiduciary advisory firm, they specialize in providing comprehensive retirement plan consulting for businesses and personalized wealth management services for individuals and families. Their mission is to offer unbiased financial guidance and tailored strategies to help clients navigate their financial future, encompassing financial planning, investment management, and corporate retirement solutions.

Founded in

United States