Founded in 1984, Compass Capital Management, LLC is an independent wealth management firm dedicated to serving high-net-worth individuals, families, and institutions. As a fee-only fiduciary, the company's mission is to provide objective, client-first financial planning and investment management. They focus on building long-term relationships through a disciplined investment philosophy and a comprehensive approach that integrates all aspects of a client's financial life, including retirement planning, estate planning, and risk management.

Founded in

United States