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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.


10 YR Treasury: 2.343 [ +0.009 ( +0.39% ) ]
GOLD: 102.272 [ +1.231 ( +1.22% ) ]
S&P500: 2003.37 [ +6.63 ( +0.33% ) ]
NASDAQ: 4580.271 [ +22.577 ( +0.50% ) ]

Latest Market News

Last week the S&P 500 Index closed in positive territory with a 1.75% return. The index moved up early on Monday from the previous week’s close and remained near those levels all day returning 0.86%. Better than expected housing starts data helped stocks continue their advance on Tuesday as the index returned 0.52% for the trading day. July housing starts of 1,093K at an annualized rate was much higher than expectations of 965K and June’s 945K.

The middle of the yield curve is typically more sensitive to monetary policy expectations and moved substantially more than the short and longer yielding Government Bonds last week as the Federal Reserve discussion of monetary policy at Jackson Hole last week focused on the strengthening US economy. There was only a small increase in the yield of longer denominated bonds as global tensions continue to support investor purchases of safe US government debt.

Securities offered through Registered Representatives of Fintegra Financial Solutions, an independent broker/dealer, Member FINRA/SIPC

Office of Supervisory Jurisdiction phone # (269)683-7030

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

Fintegra Financial Solutions and Compass Financial Advisors, LLC are not affiliated