Founded in 2003, Compass Financial, LLC is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates on a fee-only basis, meaning it is compensated solely by its clients, avoiding commissions from selling financial products to ensure impartial advice. Compass Financial serves individuals, families, and business owners by offering a range of services including comprehensive financial planning, investment management, and retirement planning, with a stated mission to provide clients with financial clarity and confidence.

Founded in

United States