Compass...the wise choice!
We believe our counsel can be the primary device in guiding you through the many financial decisions you face in this increasingly complicated and fast-paced world. Compass Financial Consulting will streamline your life through the creation of an integrated and comprehensive view of your overall financial landscape. Blending the knowledge of our staff along with our strategic alliances, our structure enables us to act as your 'personal CFO' creating, collaborating and implementing financial strategies specific to your goals.
We are a firm of experienced financial professionals focused on helping individuals work toward their long-term financial goals.
Since 1999, we have helped affluent or semi-affluent individuals and families move toward their financial goals. Our expertise includes asset management, insurance planning, tax planning and management, debt management, charitable planning, and more.
We believe in the value of synergy and the team approach to financial planning. Effective communication and exchange of data and ideas between all related advisors is essential to creating an exceptional plan for you.