A complete list of active advisors currently associated with Compton Wealth Advisory Group, LLC

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

Compton Wealth Advisory Group provides investment management, financial planning and retirement‑plan consulting to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), trusts, estates, business entities and foundations. The firm also delivers ERISA 3(21) plan consulting and participant education, and offers separate family office services for ultra‑high‑net‑worth clients. Compton Wealth manages discretionary and non‑discretionary portfolios using individual equities, fixed income, mutual funds, ETFs, third‑party managers and, for qualified clients, alternative investments such as REITs and unaffiliated private funds, with ongoing manager due diligence and account monitoring. As part of integrated financial planning, the firm may recommend margin or securities‑based loans and establish borrowing arrangements in separately managed accounts for cash‑flow or financing purposes, and provides consolidated reporting and planning tools via the eMoney platform. Compared with many peers, the firm operates at an unusually large scale for a small advisory team—managing roughly $800 million with three advisers—which shapes its access to institutional custodial services and alternative investment opportunities. Its combination of retirement‑plan participant workshops, family office offerings and an explicit willingness to incorporate borrowing strategies into client account solutions is a notable operational distinction.

To learn more about the advisors currently working at Compton Wealth Advisory Group, 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.