A complete list of active advisors currently associated with Compass Capital Management, LLC

Warmer can help you find a great advisor at Compass Capital Management, LLC or one who fits your needs even better.

Compass Capital Management advises individual and high‑net‑worth clients as well as pension/profit‑sharing plans, trusts, estates and business entities, providing financial planning (with an emphasis on retirement distribution planning) and ongoing asset management. Asset management is delivered through Cambridge’s WealthPort wrap programs, including an advisor‑directed option and the Cambridge Asset Allocation Platform (CAAP). The firm’s investment process combines strategic asset allocation with tactical overlays and uses fundamental, cyclical and technical analysis to shape timing and sector exposure, with portfolios rebalanced periodically. For CAAP accounts the firm works with model portfolio strategists and has the authority to select and replace sub‑advisers, and it manages accounts on a discretionary basis for clients who grant trading authority. A number of operational and practice features distinguish the firm from many peers: it participates in a wrap‑fee program (WealthPort/CAAP) rather than only advising on standalone brokerage accounts, offers recurring educational workshops and seminars aimed at clients and other professionals, and its principal is a licensed CPA who presents programs to other CPAs. The firm also highlights relationships with institutional retirement plan clients and includes municipal securities among its investable instruments, and it recently transitioned from state to SEC registration.

To learn more about the advisors currently working at Compass Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.