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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.


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Latest Market News

Equity markets moved lower this week as the S&P 500 returned -2.2%, the second worst week of 2015 for the index. The S&P 500 has now gone 28 consecutive trading sessions without back to back gains, the longest streak since 1994.  Federal Reserve Chair, Janet Yellen, toned down last week’s hawkish talk as she indicated once the Fed Funds rate is lifted, subsequent raises should be slow. Growth in Gross Domestic Product was announced on Friday at 2.2% for 4Q2014, which was in line with the Commerce Department’s previous estimates.

Treasury prices rose during the week ending a two-week rally. On Monday, February existing home sales rose from January’s nine-month low. New home sales unexpectedly climbed to a seven-year high on Tuesday with an improving economy and labor market. On Wednesday, Treasury prices rose after the February Durable Goods Orders report was below expectations. On Thursday, jobless claims fell to the lowest level in five weeks. On Friday, the fourth quarter annualized GDP showed the U.S economy expanded by a 2.2% pace, with consumer spending seeing the largest gain in eight years.

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