Head Of Financial Planning
CurrentCompass Asset Management is an SEC Registered Investment Adviser. Compass was founded in 1997 with one goal in mind: create a firm where the client comes first. We strive to create a life-long partnership with our clients that is based on three pillars. Integrity: Honesty is an investment advisor’s most important attribute. We have complete transparency with our clients and zero conflict of interest. Our fees are fair and clearly stated. We only promise what we can deliver. Consistency: Compass doesn’t use outside managers or mutual funds. We have managed money for our clients in the same way since our founding. We use individual stocks and bonds, and in some cases low-cost ETFs to create cost efficient portfolios. We won’t sell you any product because we have no product to sell! Personal Service: It may take years to prove to clients that they have made the right decision in trusting Compass with their assets, but the level of service will be evident immediately. We offer comprehensive financial planning and investment advice, and our clients speak directly to the team making these decisions with them. We have been a true fiduciary for our clients for nearly 25 years and look forward to the next 25. Let’s chat!
