Compass Investment Advisors, LLC is a full-service financial consulting firm dedicated to helping our clients work towards the goal of building wealth and preserving their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Our independence also enables us to establish working relationships with a number of industry-leading mutual fund companies and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
We specialize in providing financial planning, investment strategies, risk management strategies, college funding and retirement planning services for families, business executives, military and government personnel.
Our approach to each client's situation consists of what we call the three Ps; Process, Perspective, and Purpose.
We have a comprehensive step by step Process that we use to analyze your specific financial situation so you can have the right Perspective about where you are and help you understand the specific Purpose for every dollar you have to help get you where you want to be. This approach allows us to clearly guide you through your financial journey.
Please call us if you have any questions about our firm, the range of financial products and services we provide or if you would like to schedule an initial consultation.