Traditional Investing, Modern Thinking.
Investment Management And Financial Planning For Business Owners, Executives, And Families
Why People Come To Compass
The Best Investments And Relationships Are Meant To Last For Generations
Many of our clients have risked a lot to get where they are.
They’re savvy, smart, and innovative…
But when it comes to their finances, they’re looking for a partner.
A Partner Who…
Advisor, Coach, Confidant — Call Us What You Like — We Collaborate, Exchange Ideas, Resources, And Share Insights As We Work Toward Your Financial Goals Together.
These Insights Are Gained From Our Experience As Business Owners And Investors.
We’ve managed money the same way for 25 years – Not because we’re stubborn, but because great investment principles are timeless.
The results of our clients speak for themselves. When they refer their friends, parents, children, or grandchildren to us there is no higher compliment.
The Next Chapter In A 25 Year Legacy
The Compass Story
“I want a financial advisor who will ask me the right questions. As a busy entrepreneur, Compass is a sounding board for my ideas. They make recommendations and share resources. I trust them to know the things that I don’t, and they give me plenty of space to come to my own conclusions. That’s what I want from my financial advisor, and that’s exactly what I get with Compass.”
RACHEL (COMPASS CLIENT)
The Best Investments And Relationships Should Last For Generations
We Believe The Best Way To Start A New Relationship Is With A Conversation