Compass Capital Management

A Legacy of Financial Guidance and Expertise

Compass Capital Management stands as a trusted guide in navigating the complexities of personal and business finances. Founded on over 250 years of combined experience, our team of experienced professionals provides comprehensive financial planning and investment solutions to individuals, families, business owners, and executives.

Our Guiding Principles

Our approach to financial planning is rooted in three key principles:

• Individualized Attention: We take the time to understand your unique financial situation, goals, and aspirations to tailor our recommendations.
• Fiduciary Approach: As fiduciaries, we prioritize your interests above all else, offering transparency and accountability in every interaction.
• Enhanced Expertise: Our diverse team of professionals brings expertise in various financial disciplines, ensuring comprehensive and holistic financial planning.

A Tailored Approach for Every Client

We offer a comprehensive range of services designed to meet your specific needs.

For Individuals & Families

• Comprehensive financial plans covering investments, retirement, estate planning, and estate management.
• Personalized wealth management solutions.
• Guidance on navigating complex financial situations like divorce or inheritance.

For Business Owners

• Business succession planning.
• Retirement plans for employees.
• Financial risk management strategies.
• Consulting on financial operations and profitability.

For Executives & Professionals

• Comprehensive wealth management strategies.
• Retirement planning tailored to complex compensation structures.
• Strategic decision-making for complex financial situations.

Experienced and Certified Professionals

Our team consists of experienced financial advisors, each holding the prestigious Certified Financial Planner (CFP) designation. This means they:

• Have met rigorous ethical standards of conduct.
• Have completed extensive coursework in financial planning.
• Regularly engage in continuing education to stay abreast of industry changes.

Beyond Numbers: A Holistic Approach

At Compass Capital Management, we believe financial planning is about more than just numbers. We take the time to understand your values, aspirations, and anxieties to create a plan that aligns with your unique goals and dreams.