Founded on the principles of trust and transparency, Compass Wealth Management, LLC is a Registered Investment Advisor (RIA) firm that operates on a "fee-only" basis. This model ensures that their advice is objective, as they are compensated solely by their clients and not through commissions from selling financial products. The firm is dedicated to providing clients with clarity, direction, and discipline for their financial lives through comprehensive services including financial planning, investment management, retirement planning, and estate planning. Their mission is to build long-term relationships and act as a fiduciary, always placing the client's best interests first.

Founded in

United States