Broker Check


Financial Compass is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner™ certification program and oversees more than 68,000 professionals using the CFP® certification in the United States.

Financial Planning Association
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. It is also the largest member organization in the world for CFP® Professionals.

The financial planning team at Financial Compass is actively involved in the Financial Planning Association. We believe that giving back to our profession will yield greater learning opportunities for us, which translates to a higher level of performance and service to our clients.

Dimensional Fund Advisors
For more than 30 years, Dimensional Funds Advisors has helped investors pursue dimensions of higher expected returns based on the Nobel Prize-winning research of Eugene Fama. DFA’s enduring philosophy and deep working relationships with the academic community underpin its approach to investing and form the foundation for new strategies.