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Compass Financial Advisors

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The Personal Touch: Experience,
Understanding, Growth

At Compass Financial Advisors, we have a very clear mission: Help a select number of clients understand and manage the pieces of their financial puzzle to achieve their financial goals through highly-individualized Wealth Management services.

A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another.

Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. We deliver customized Wealth Management strategies to fit the needs of each client.

Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.

Specialized. We provide customized, sophisticated, and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations.

Accessible. We believe communication is key to the success of any relationship. In return, our clients are extremely loyal. Virtually all of our business growth has come through client and professional referrals.


^tnx: 2.17 [ -0.00 (-0.18% ) ]
^xau: 46.84 [ +2.87 ( +6.53% ) ]
^spx: 1987.66 [ +47.15 ( +2.43% ) ]
^ixic: 4812.71 [ +115.17 ( +2.45% ) ]

Latest Market News

 View from the Observation Deck  

Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and comments on the importance of this month's market correction. 

 The S&P 500 Index posted its worst performance of 2015 last week with a return of -5.71%, pushing the index into negative territory for the year. The index declined last week more than twice the previous worst performance of -2.75% for the week ending January 30, 2015.  Stocks opened lower on Monday on negative manufacturing data, but turned positive early after the release of July NAHB data which implied increased confidence in home builders. The index returned 0.54%, the only positive performance for the week.

Securities offered through Securities America, Inc., member FINRA/SIPC.

Investment Advisory Services offered through Compass Financial Advisors, LLC, a registered Advisor. 

Compass Financial Advisors, LLC & Securities America, Inc. are separate companies.