The Compass Financial Planning Mission

Our mission is to create meaningful and lasting relationships with our clients that can be passed through generations.  With our consultative and holistic approach, our team is uniquely skilled in creating actionable recommendations by identifying risks and opportunities. Integrity is the foundation of our practice, as we are independent and all solutions are unbiased - aligning our goals with yours.

The Compass team includes our founders, associate advisors, paraplanners, administrative, and client relationship specialists.  We all work together to uphold the highest levels of service and our commitments to you.