At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue 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. Our goal is to 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. Our goal is to 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. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals.
Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 9933 Dupont Circle Dr W, Ste 100,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compassadvisor.com
- Keywords
- Fort Wayne.
- HQ
- Fort Wayne, Indiana
Compass Financial Advisors Questions
Compass Financial Advisors's website is compassadvisor.com
Compass Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/compass-financial-advisors
Compass Financial Advisors has
17 employees.
View email and phone details for 17
employees at Compass Financial Advisors.
Compass Financial Advisors's industry is
Financial Services
Compass Financial Advisors's top competitors are
Howard Bailey Financial, Inc.,
Galecki Financial Management,
Wealth Advisors Group,
Agencycfo™,
Compass Financial Solutions,
Dickmeyer Boyce Financial Management, Inc.,
Synergy Bound Wealth Management,
Truist Life Insurance Services,
Monarch Capital Management Inc,
Collier Financial.
Compass Financial Advisors's categories are Financial Services
Compass Financial Advisors's founding year is 2005
