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What We Offer

We offer comprehensive wealth management and financial planning strategies.

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

We Stay Focused on Market Trends, so You Don't Have To 

Customized Financial Strategies For You

Customized Financial Strategies For You

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Financial Compass is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Insurance Needs Assessment: When You're Newly Married</p>

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Our Experts

Learn How We Can Help You

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