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  • Boat sailing into a sunset

    What is Your Financial Freedom?

    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.

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  • 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.

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  • 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.

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Wealth Services

 

Volatility Management

 

457 & 403(b) PLANS

 

INDIVIDUAL IRA's

 

Tax & Estate Planning

Retirement Plans

 

Liability Management

 

Investment Management

 

Tax & Estate Planning

The Personal Touch:

Experience, Understanding, Growth

Contact us

FORT WAYNE HOME OFFICE*

9933 Dupont Circle Dr. West, Ste. 100
Fort Wayne, IN 46825

Phone: 260-490-7878
Fax: 260-490-7766

 

CHESTERTON OFFICE

160 Rail Road, Suite 2
Chesterton, IN 46304

Phone: 219-476-7100
Fax: 219-476-7200

Investment Advisory Services Only

* Securities offered through Harbour Investments, Inc., member FINRA/SIPC.

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

SEC registration does not constitute an endorsement of Compass by the SEC nor does it indicate that Compass has attained a particular level of skill or ability

Check the background of this firm on FINRA's Broker Check and Client Relationship Summary

© 2021 Compass Financial Advisors All rights reserved.