Compass Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals, high‑net‑worth clients, corporations and trusts, delivering ongoing portfolio management, retirement and estate planning, and project‑based planning engagements. It also offers specialized services such as investment real estate analysis, business succession planning, and structured charitable (philanthropic) planning programs.
Investment decisions are grounded primarily in fundamental analysis, and the firm generally manages client accounts on a discretionary basis with regular rebalancing and performance monitoring. Planning services are offered through tiered programs that include implementation and periodic progress reviews, and advisory personnel hold professional credentials (CFP®, CAP®, RICP®) while coordinating with outside legal, tax, insurance and real‑estate professionals.
Noteworthy features for a firm of this size include a formal charitable planning practice that extends to trust creation and trustee coordination and concierge‑style support for implementation (for example, assistance with financing and transaction execution). The firm's advisors are also registered to sell insurance and securities through an affiliated broker‑dealer and receive commissionable compensation for a portion of their time, and client assets are custodied through that broker‑dealer rather than being held directly by the firm—factors clients may consider with respect to potential conflicts of interest.
Client services
Expertise
Fee options
Financial Planning initial fee starting at $1,500 and ongoing annual fee starting at $2,000, payable monthly or quarterly in advance.
$0 - $500,000: 1.25% $500,001+: 1.00%
Minimum fee: Minimum quarterly fee of $250 for Financial Blueprint Service and $500 for Signature Service
Main office
See office6277 Riverside Drive, Suite 2 N
Dublin OH 43017
Advisors at this office
1
Offices (2)
Most active in
Ohio
Also doing business as
Compass Financial Group, Inc. · Compass Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory J
CFP®, Series 66
Dublin, OH
Compass Financial Group, Inc.
Gregory Johnson is a CFP® with 13 years of industry experience, currently serving at Compass Financial Group, Inc. He has worked at Westminster Financial Securities, Inc. since 2022 and was previously with The O. N. Equity Sales Company from 2013 to 2022. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm emphasizes fundamental analysis, discretionary portfolio management, and a team-based approach, offering a wide range of planning programs including retirement, tax efficiency, estate, and charitable planning.
Mark M
Series 63, Series 65
Worthington, OH
Compass Financial Group, Inc.
Mark Menges is a financial advisor with Compass Financial Group, Inc. in Worthington, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Compass Financial Group since 2004 and has prior experience with Westminster Financial Securities, Inc. and The O.N. Equity Sales Company. Outside of his advisory role, he is an owner of real estate investment entities. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm employs a fundamental analysis approach and discretionary authority over client accounts, offering a range of services including portfolio management, ongoing rebalancing, and comprehensive planning programs.
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