A complete list of active advisors currently associated with COMPASS Wealth Management, LLC
Warmer can help you find a great advisor at COMPASS Wealth Management, LLC or one who fits your needs even better.
COMPASS provides fee-only wealth management, investment management, and consulting services to individuals and families as well as to institutional clients. Its institutional clientele includes small businesses, corporations, non‑profits and charitable organizations, and it offers retirement-plan sponsor services for 401(k), 403(b), defined benefit, profit‑sharing and similar plans. The firm’s investment approach centers on strategic asset allocation documented in an investment policy statement, with portfolios implemented primarily through no‑load mutual funds and ETFs and, for larger mandates, separate accounts. Investment decisions are guided by fundamental analysis, manager due diligence, and research from independent data providers and rating agencies, with portfolios adjusted over time for client‑specific needs and market considerations. What distinguishes COMPASS from many peers is the emphasis on institutional work — including pension consulting and fiduciary advisory services for plan sponsors — and the provision of participant education and seminars as part of retirement-plan services. The brochure also notes a focus on manager selection and ongoing monitoring, and reiterates the firm’s fee‑only structure and avoidance of commission‑based compensation.
To learn more about the advisors currently working at COMPASS Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ayer, MA
| 21
|
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