Your Trusted Financial Advisor℠
Safety of AssetsWe have built an operational structure that is all about safety of assets. We do not hold clients funds or securities. We partner with strong, national-level companies like SEI Trust (NASDAQ symbol: SEIC).
Rock Solid EthicsWe operate our business based on a culture of strong ethics, disclosure, and compliance. We invite anyone to browse through our disclosure section on this site.
TrustClients should feel confident that they are advised by a Trusted Financial Advisor. We deliver a balance between size and strength, and personal attention.
Quality AdviceWe implement strong investor protection measures and regulatory compliance programs so that our clients can feel confident about the safety of their assets and the quality of our advice.
Our management team is experienced and averages over 30 years in the profession, and is active in the investment and financial planning communities. Our staff is licensed, highly skilled, and averages over 30 years experience in financial services.
Compass delivers a balance between the size and strength of world-class strategic partners like SEI Trust and local responsiveness and personal attention. We are a well-sourced company with consultative roots, which filters through in our culture. We know how to listen and deliver quality solutions for our clients' needs.