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.
Company Details
- Employees
- 27
- Founded
- -
- Address
- 272 E Deerpath Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://compass-fp.com
- 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, Business Risk Management, Trust Services, Fee Based Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Fiduciary Education, Qualified Plan Employee Education.
- HQ
- Lake Forest, Illinois
Compass Financial Partners Questions
Compass Financial Partners's website is http://compass-fp.com
Compass Financial Partners's LinkedIn profile is https://www.linkedin.com/company/compassfinancialpartners
Compass Financial Partners has
27 employees.
View email and phone details for 27
employees at Compass Financial Partners.
Compass Financial Partners's industry is
Financial Services
Compass Financial Partners's top competitors are
Rt Specialty,
Rbc Capital Markets,
Stifel Financial Corp.,
Curi Capital,
The Mather Group, Llc,
Hewlett Packard Enterprise,
Northwestern Mutual,
Northern Trust,
Marsh Mclennan,
Compass Financial Partners | Marsh Mclennan Agency.
Compass Financial Partners's categories are Financial Services
Compass Financial Partners's founding year is 1990
