Compass Financial Partners is an independent financial services firm based in Greensboro, North Carolina. The firm specializes in providing objective, customized financial guidance and wealth management. Their mission is to help clients navigate their financial journey by offering a wide range of services, including investment management, retirement planning, estate planning, and insurance solutions. They operate as a partner of LPL Financial, a major independent broker-dealer, which provides them with back-office support, technology, and compliance services while allowing them to maintain their independence in client advisement.

Founded in

United States