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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

While the S&P 500 Index was in positive territory for the month through June 24, last week’s -0.37% slide took it into negative territory as it pushed below May’s close. The S&P 500 Index currently sits 1.19% below its all-time closing high on May 21, 2015. Stocks opened up on Monday on optimism of a future Greek debt deal. The S&P 500 Index continued to rise early as US existing homes sales hit 5.35M, the highest level since November 2009, but later pulled back from the days’ high to return 0.61% on Monday.

Yields rose, as prices fell, with Greece continuing to be the major source of concern in the bond markets. There is a continued push to avert default between Greece and its creditors, but currently there is no resolution regarding the situation. This Tuesday, a payment of 1.55B Euros is due from Greece to the IMF. Last Monday, the May report on existing home sales was better than expected showing a 5.1% increase in May and a rise of 9.2% from a year ago. The median price of an existing home which was sold rose to $228,700, up 5.2% vs. a year ago.

Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and reminds investors to listen closely to guidance forecasts during the upcoming earnings season.

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