Comprehensive Financial And Investment Management Plans

One Is Not Possible Without The Other.

Financial Planning Is Filled With Jargon, Complexity, And Requires Detailed Knowledge.

At Compass, We Remove The Complexity From Financial Planning.

Instead Of A Computer Generated Document That Will Go Unopened For Years And Collect Dust On Your Shelf…

  • We’ll create a living plan that will be regularly revisited and revised as your life changes.
  • Custom fitted to your life, goals, skills, and resources.
  • Written in language you understand.

You’ll know how to strategically prioritize your action steps for greatest efficiency. And how your financial plan connects to investment allocation strategies that fit your values and tolerance for risk.

Whether you’re a business owner looking to re-invest excess cash, or a retired investor who wants to have more experiences (like traveling).

We’ll Collaborate With You, Exchange Ideas, Resources, And Share Insights As We Implement Your Financial Plan Together.

This active learning process is a valuable feedback and implementation loop that has become a core part of what we do at Compass.

Financial Planning takes time and patience but is well worth the effort. The long term result we provide our clients speaks for themselves.

Every Financial Plan Is Different, But They All Start With A Conversation

Get In Touch With Compass

“They don’t follow a playbook. They are business owners and investors who want to create wealth just like I do. They get that I might want to invest my money differently. They’re open to ideas and what I want to do. I don’t have to call them, they call me, and we strategize together.”


Our Services

We help turn your portfolio into a reliable income stream in retirement. We take all income sources into consideration, and provide tax efficient income.

Many people pay more in taxes during retirement than while working. With careful tax planning, we aim to reduce your tax liability. Tax laws frequently change. We stay on top of those changes so we can help you take advantage of every opportunity.

Insurance has a place in every plan. That’s why we review your policies and make recommendations. We do not sell insurance, or receive commissions when we recommend policies, but we can help you find the best protection at the best price.

Gift your children (or grandchildren) the education they deserve. Let us help you map out a step-by-step plan and proactively move toward that goal.

A lot goes into starting and running a business. We can help you with everything from selecting the right entity, proactive tax-planning, strategies to increase cash flow, selecting the best retirement plan, and more.

True wealth is everything money can’t buy. We’ll make sure all your assets are transferred efficiently and your loved ones will be taken care of just as you would want.

It’s about more than saving on taxes. We’ll help you find the charities you care about, and develop a strategy to give in a way that is meaningful to you.

Contact Compass


(203) 453-7000