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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

The S&P 500 closed Friday with a value of 2,122, an all-time high for the index. Friday’s close marks the seventh time this year an all-time high has been set for the S&P 500. Merger Monday started off with a thud when Noble Energy Inc. announced that they were acquiring Rosetta Resources Inc. for nearly $4b in stock, equity markets did not like the pairing as NBL sank over 8.6%. However, the markets received news that On Assignment Inc. was buying online staffing firm Creative Circle LLC for $570m in cash, which spurred a 15% rally in ASGN.

U.S Treasury debt prices fluctuated throughout the week before recovering on Friday as yields on sovereign debt continued to increase. U.S. Treasury bonds fell Monday after a two-day price rally, sending the yield on the benchmark 10-year note to the highest closing level in more than five months. U.S. Treasury prices rose on Tuesday and eliminated an earlier selloff. On Wednesday, a selloff of German debt offset a disappointing U.S retail sales report sending the yield of the benchmark 10-year note to the highest level in over 5 months.

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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