Compass Financial Strategies, LLC is a US-based financial services firm that operates as a Registered Investment Advisor (RIA). The company is committed to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their core mission is to provide objective, comprehensive financial planning and investment management. They focus on creating personalized strategies for clients covering retirement planning, investment management, risk management, and estate planning, operating on a fee-only basis to avoid conflicts of interest associated with commissions.

Founded in

United States