Welcome to Compass Financial Partners
We are a comprehensive Financial Planning Firm. Our mission is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Insurance and a full range of Employee Benefit Plans.
Our goal is to help create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Our success, in part, is based on our avid commitment to research. We have equipped our business with advanced technology which enables up to utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service they seek.
Our success also comes from the referral based practice we have built. The greatest compliment an advisor can be paid is when a client trust them enough to refer family and friends to that advisor. When we do an excellent job for our clients they are eager to send their friends and family to us. This allows us to focus our time and energy on our clients and better ourselves through training and research instead of spending countless hours prospecting and cold calling.