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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

 The S&P 500 fell 1.35% this week as investors remain unconvinced actions by the Fed have aided the economy. In particular, Health Care stocks were hit the hardest with members of S&P 500 Health Care Index falling 5.75%. This was after presidential candidate, Hilary Clinton, drew her ire at a Swiss drug company that raised the price of their only drug 5,500%. Gilead Pharmaceuticals one the market's recent best performers fell 7.65% last week. Also faring poorly was the S&P 500 Materials Index which fell 4.01% last week.

 Treasury prices fluctuated throughout the week as investors continued to digest the Federal Reserve's decision to leave rates unchanged. Thursday, Janet Yellen re-iterated the central bank's commitment to raise rates this year if practicable. Last week's Existing Home Sales report registered a decline of 4.8% for August which was below expectations. Sales were up 6.2% vs. a year ago. The median sales price also fell but is up 4.7% vs. the prior year.

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 companies.