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Compass Financial Advisors

Latest Quotes: GOOG: 698.17 [ +2.23 (+0.32% ) ]msft: 51.065 [ -0.125 (-0.244% ) ]yhoo: 37.445 [ +0.045 (+0.120% ) ]vra: 14.86 [ +0.03 (+0.20% ) ]itt: 35.48 [ +0.46 (+1.31% ) ]ge: 30.81 [ -0.13 (-0.42% ) ]aapl: 95.63 [ -0.28 (-0.29% ) ]fele: 34.30 [ +0.40 (+1.18% ) ]lnc: 42.665 [ +0.085 (+0.200% ) ]lin: N/A [ +0 (+0% ) ]

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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.


^tnx: 1.69 [ -0.01 (-0.71% ) ]
^xau: 90.87 [ +1.62 ( +1.81% ) ]
^spx: 2084.38 [ -4.52 (-0.22% ) ]
^ixic: 4830.09 [ -13.67 (-0.28% ) ]

Latest Market News

 Last week the S&P 500 Index posted a -1.12% return. The index has returned 2.42% YTD, but has declined in the month of June returning -1.11%. The equity markets showed weakness on Monday as they started the negative trending week with a -0.78% return on the S&P 500 Index. Caution was the mood as investors waited for retail sales data, industrial production data, housing data and the Federal Open Market Committee (FOMC) meeting later in the week. May retail sales data reported higher than expected on Tuesday and small business optimism also reported slightly higher than expected.

 Treasury prices rose slightly over the course of the week on Brexit fears and statements from the Federal Reserve. Investors had all but ruled out a rate hike announcement from this week's Fed meeting, and this was confirmed on Wednesday as the focus shifted to the Fed's "dot plot," which is a chart that shows the outlook for interest rates from each of the Federal Reserve's policy makers. The Fed took a more cautious, dovish stance on Wednesday as the "dot plot" implied a lower expectation for interest rate increases this year.

Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC. http://www.finra.org/

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check