A complete list of active advisors currently associated with Compton Advisors, LLC

Warmer can help you find a great advisor at Compton Advisors, LLC or one who fits your needs even better.

The firm provides fee-only comprehensive financial planning primarily for individuals and families and also offers money-management services and project-specific financial analyses. It occasionally provides non-investment advice to businesses and governmental entities and requires a $2 million asset minimum to qualify for its money-management offering. Investment recommendations emphasize diversified, low-cost indexed mutual funds and ETFs, FDIC-insured certificates of deposit, and TIPS, with more focused stock or bond selection used when managing only a portion of a client’s assets or when preservation of principal is the priority. The firm generally employs low-turnover strategies, accepts discretionary authority for some accounts while providing non-discretionary advice for others, and does not take custody of client assets or vote client proxies. Notably, the firm manages a modest discretionary asset base (about $6.1 million) while providing non-discretionary advice on nearly $10 million and serves a very small client roster, reflecting a highly individualized practice model. The principal’s combination of investment and actuarial credentials (including a CFA and actuarial fellowships) is uncommon among similar independent advisers and informs the firm’s focus on quantitative risk analysis and tailored planning.

To learn more about the advisors currently working at Compton Advisors, 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.