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.
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.
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.
You can also browse Compass Financial Group, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Dublin, OH
| 13
| |
Worthington, OH
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)