A complete list of active advisors currently associated with Compass Financial Advisors LLC

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

Compass Financial Advisors serves individuals (including high‑net‑worth clients) and a range of entities such as trusts, family offices, and qualified retirement plans. Its services include financial planning, asset allocation and portfolio supervision, third‑party manager recommendations, and retirement plan advisory work, as well as plan participant account management via a third‑party platform. The firm’s investment approach centers on asset allocation and a long‑term buy‑and‑hold orientation while monitoring accounts for tactical adjustments; clients may engage Compass on either discretionary or non‑discretionary terms. Representatives prepare written financial plans and investment policy statements, conduct periodic reviews (typically at least annually), and may recommend custodial and execution services such as Pershing. Compass’s retirement plan capabilities are a notable aspect of its practice: it provides plan‑level services that include reviewing Investment Policy Statements, evaluating providers and funds, and offering semi‑annual participant education and ERISA‑fiduciary advice for retirement accounts. It also uses a third‑party platform to manage held‑away participant accounts with discretionary rebalancing while avoiding direct custody, a setup that supports its work with plan sponsors, including state and municipal plans.

To learn more about the advisors currently working at Compass Financial Advisors 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.