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What We Offer

Our firm specializes in helping individuals bring their future into view through the development of sound financial plans.

Through personalized, hands-on service, we take the mystery out of planning, growing, managing, and preserving your wealth. 

Our Services

CFP® Professional

"CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow."

Our Team

Fee-Only Fiduciary

Financial Compass is compensated solely from fees paid by our clients and do not accept commissions or compensation from other sources.

Fee-Only Fiduciary

Retirement Planning

Years of experience have prepared us to guide you into-- and through-- a successful retirement. 


Through our Investment Management, we provide personalized investment advice based on your goals, time horizon, and tolerance for risk.

Tax Planning

We look at your entire financial situation to make sure all aspects of your financial plan are working together to avoid excess tax. 

Social Security Planning

Wondering what the best age is to start your benefits? 

We look at your personal and financial circumstances to help you maximize your social security benefit. 

College Planning

With college costs on the rise, we can help you navigate your options for funding college.  

Life Planning

We focus on your motivations, values, and goals to guide our financial planning process.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Our Experts

Robert Davis, CFP®

Fee-Only Financial Advisor


I am Robert Davis, a trusted guide helping people from all walks of life plan their path forward. For nearly two decades I’ve worked with smart, capable individuals with little time or interest in sorting through an increasingly...

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Tips and Resources

The latest topics in our library to Inform and Inspire.

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Understanding the SECURE Act 2.0

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What Is the Dividend Yield?

What Is the Dividend Yield?

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