A complete list of active advisors currently associated with Compass Financial Advisory Services, LLC

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

Compass Financial Advisory Services, LLC serves individual and high‑net‑worth clients with an emphasis on retirement planning, and has a notably large client concentration among current and former employees of a regional grocery company. The firm offers comprehensive financial planning and fee‑based investment management, providing both discretionary and non‑discretionary portfolio services and educational support for retirement plan participants. The firm’s investment approach separates client assets into income and growth components—frequently treating employer stock as the growth sleeve—and builds diversified allocations using mutual funds, ETFs, and select individual securities while engaging sub‑advisors for specialized mandates. Portfolios are reviewed and rebalanced on an ongoing basis, and advisors work directly with clients on retirement distribution choices (including Net Unrealized Appreciation considerations) and rollover evaluations. Compared with many peer teams, Compass is distinctive in sponsoring and acting as portfolio manager for its own wrap fee program, combining management and trading costs into a single platform for participating clients. The firm also identifies as faith‑based, permits its advisors to sell insurance products (with commissions disclosed and supervised to address conflicts), and maintains an unusual practice focus driven by the private‑company stock exposure common among its client base.

To learn more about the advisors currently working at Compass Financial Advisory Services, 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.