A complete list of active advisors currently associated with Compass Financial Group, Inc.

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

Compass Financial Group, Inc. provides wealth management, portfolio management, financial planning, and family office services to individuals as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages roughly $430 million in discretionary client assets and delivers services through its investment adviser representatives, generally focusing on high‑net‑worth households and individual clients. Its investment approach emphasizes preservation of wealth with a global macro–oriented, multi‑strategy asset allocation framework that blends strategic and tactical rebalancing across equities, fixed income, currencies, commodities, alternatives, and cash. Portfolios are managed under written Investment Policy Statements and may employ downside‑protection techniques — including options, inverse hedging, and tactical shifts — with discretionary authority exercised consistent with client guidelines. Distinctive features include the firm’s family office consulting capabilities, which coordinate tax, estate, cash flow, manager selection, and vendor reviews alongside investment oversight, and its explicit use of alternative and absolute‑return strategies in client portfolios. The firm also references third‑party ratings in its public materials (including its website), a practice that is uncommon among similarly supported firms, and it operates with a relatively large asset base given its three‑advisor structure.

To learn more about the advisors currently working at Compass Financial Group, Inc., 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.