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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 pursue 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. Our goal is to 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. Our goal is to 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. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals.


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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 takes a look ahead. 

 Despite elevated geopolitical risks, because of the horrific ISIS attacks in Paris over the weekend, U.S. equity markets moved higher this week. During the week, the S&P 500 jumped 3.3% due to cautious comments regarding interest rate increases from the Federal Reserve and several positive corporate earnings events from some prominent consumer discretionary companies. There were 18 S&P 500 companies that announced earnings during the week. Of those, Home Depot Inc. was up over 8.5% as sales and guidance were above analyst expectations. Lowe's Inc.

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


Al Rosebush, Clifford Malings and
Gene Hamstra are not registered
representatives with Securities
America, Inc.

Investment Advisory Services
offered through Compass Financial
Advisors, LLC, a registered Advisor.
Compass Financial Advisors, LLC
& Securities America, Inc. are separate