A complete list of active advisors currently associated with Compass Financial Services, Inc.
Warmer can help you find a great advisor at Compass Financial Services, Inc. or one who fits your needs even better.
Compass Financial Services works with individuals, trusts, and estates to provide discretionary wealth management, portfolio management, and comprehensive financial planning. Consistent with many supported firms, it charges fees based on a percentage of assets under management and constructs portfolios using ETFs and low‑cost mutual funds. The firm’s investment approach is primarily long‑term and discretionary, combining technical and fundamental analysis to build diversified portfolios that may include ETFs, buffered ETFs, mutual funds, individual stocks and bonds, and occasionally independent managers. Accounts are monitored continuously with formal reviews at least annually, and the adviser may rebalance or trade more actively to address cash needs, tax considerations, or changing market conditions. Notable distinctions include an affiliated insurance practice: the firm’s principal is a licensed insurance professional who spends a substantial portion of time selling insurance and receives commission compensation for those sales, a relationship the brochure discloses as a conflict of interest and states is handled separately from advisory services. The brochure also highlights the use of buffered ETFs — a more complex, outcome‑oriented product with derivative exposure and capped gains — and an institutional custodial relationship that provides the adviser with technology and other economic benefits.
To learn more about the advisors currently working at Compass Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Winston Salem, NC
| 21
|
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