Founded in 1996 by Jennifer Lane, Compass Planning Associates is an independent, fee-only financial planning and investment advisory firm. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests, providing comprehensive and integrated financial planning and investment management services. They focus on creating personalized financial roadmaps for individuals and families, particularly pre-retirees, retirees, and women in transition, to help them achieve their long-term financial goals without selling any products or receiving commissions.

Founded in

United States