Company

Compass Financial Partners

Financial Services 272 E Deerpath Rd 27 employees

Employees: 27
Contacts: 2
Emails: 2

compass-fp.com LinkedIn

Compass Financial Partners Overview

Headquarters: 272 E Deerpath Rd
Website: compass-fp.com
Industry: Financial Services
Employees: 27
Founded: 1990
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Private Client Services Financial Planning Wealth Management Retirement Income Planning Disability Income Planning Investment Strategies Employee and Executive Benefits Planning Life Insurance Planning Long Term Care Planning Business Succession Planning Business Valuation Planning Estate Planning

About Compass Financial Partners

Led by Co-founders and Private Wealth Advisors, Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm specializing in sophisticated financial planning and generational wealth management. Each client receives a personalized financial plan based on their core values, beliefs, financial behaviors and future vision. Whether your goals include financial independence, leaving a legacy, or endowing a philanthropy, we help bring your vision to life. That’s our mission.

Compass Financial Partners Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Compass Financial Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bernadeta Jelinek	Director of Insurance	Greater Chicago Area, United States	Email
Lori Evans	Compass Financial Partners	Niles, Illinois, United States	Email
Vincent Florack	Financial Services - Investing	Greater Chicago Area, United States	View
Tim Hender Cfp, Cltc, Clu, Ricp	Co-founder of Compass Financial	Lake Forest, Illinois, United States	View