Financial Compass is an independent, fee-only Registered Investment Advisor (RIA) committed to helping you Bring Your Financial Future Into View...
Our approach to financial planning and investment planning is to connect your values and goals with the commitment to a disciplined, strategic journey.
Our mission is to provide timely, unbiased advice to people from all walks of life and become their trusted advisor.
Financial Compass provides a low cost, tax efficient, goal focused financial solutions package based in its client's concerns and priorities.
Our Client Website helps you see your financial life beyond the numbers. Click the link below to access your own Personal Financial Management website to see a complete view of your financial picture.
"No airplane can take off without a flight plan; no ship can sail without a plotted course – and no household/family can contemplate a successful financial journey, especially across more than one generation.
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.
We have several resources available to help you get started from getting a quick analysis using our financial calculators to obtaining a stock quote.
As an added convenience for our clients, we offer various online resources for you to view your accounts and receive eDelivery of various account documents.