For every hope, there is a how-to. For every wish, there is a to-do list. For every dream, there is a design. Compass Financial Partners should know. As specialists in institutional retirement plan consulting and individual wealth management, we specialize in helping people make their way to what matters most: retirement well-being for your employees; a rock solid financial foundation for your family; the confidence that comes with being prepared for whatever comes next.
Visit our Hurricane Resource Center to prepare, protect, and recover from a storm. We're here to help.
For what matters most, we find the way.
Our Solutions
Industry Recognition and Advocacy Awards
Nationally recognized for our industry thought leadership
Compass Financial Partners by the numbers
"We are not yes-people to our clients. We are thoughtful, honest, and strategic partners who engage in a rigorous process to help clients reach their goals."
Retirement Plan Consulting
Always objective. Always informed. Always on your side.
At Compass Financial Partners, we know we're not the only firm offering retirement plan consulting to plan sponsors across the U.S. But while other companies may offer a similar list of services, we believe that who we are and how we operate sets us apart.
Plan Design Assistance
Our team is dedicated to helping improve the retirement readiness of participants. Effective plan design can be the difference between decent outcomes and exceptional ones. However, we know there is no "one-size-fits-all" plan design solution. Based upon proven behavioral finance concepts, our plan design approach begins with each client's unique goals and objectives, then incorporates the enhancements and options that will best position them to achieve those goals.
Investment Oversight
Our investment process is formalized by our internal CFAs, as we believe that having the experience and expertise of highly credentialed staff members on site lends greatly to the depth, breadth, and relevancy of our investment consulting services. Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. Compass Financial Partners helps plan sponsors mitigate this liability by putting disciplined systems in place for every step of the investment process, from establishing the Investment Policy Statement to the ongoing selection, monitoring, and recommendations of the plan's investments.
Fiduciary Support
Retirement plans require prudent guidance by plan sponsors and fiduciaries. Procedural prudence requires that plan sponsors become educated in each area of responsibility, take actions which are prudent and taken exclusively in the best interest of participants and beneficiaries, and document all actions taken. Following a well-designed decision-making process is essential. Our approach identifies potential weakness in a plan and assists with correcting any deficiencies through education, diligence, and process.
Vendor Analysis & Benchmarking
Selecting a service provider is one of the most critical fiduciary decisions a plan sponsor must make. At Compass Financial Partners, we view crafting the RFP as much an art as a science. We serve as your advocate throughout the process, from developing the selection criteria to evaluating proposals and managing the conversion, to assure a best fit.
The Participant Experience
At Compass Financial Partners, we never lose sight of a retirement plan's ultimate objective: empowering plan participants with the resources to retire with dignity. Our team provides plan sponsors and their participants with strategic consulting services and financial wellness programs that are comprehensive, compelling, and fun! As a result, participants become more engaged, are better informed, and are more likely to take positive action leading to a more appreciated benefit program.
Digging deeper. Working smarter. Trying harder.
We are a metrics-oriented company. We love to crunch numbers and analyze data. But it takes insight to turn data into actionable relevant strategies. And insight comes from experience.
Here's how we do it:
Bench Strength - We recognize that our clients expect and deserve our best thinking, our thought leadership, and a singular focus on serving them and their participants with a high level of responsiveness, quality and commitment...and our team fits that bill. As highly credentialed experts with a history of helping clients pursue success, we have earned the trust and respect of our clients, and have established ourselves as recognized thought leaders in the retirement plan industry.
Process-Oriented - Strong, well-documented processes are the cornerstone of fiduciary effectiveness. We have a meticulous and comprehensive process for everything we do, from conducting vendor assessments to our “boots on the ground” investment manager due diligence, all with the singular goal of yielding highly effective retirement plans. Not only does our consistency contribute to improved outcomes, but it also helps clients manage and mitigate corporate and personal risk.
Passionate - We got into this business because we believe that plan participants deserve to retire with dignity. Helping participants prepare for their future is a privilege to us. And it drives us to work harder and smarter every day.
Service-Focused - Yes, our team is exceptional. Yes, our tools are powerful. But what really defines Compass Financial Partners is the way we treat our clients. We believe that every question warrants a thorough, well-researched answer. Every phone call and email, a timely response. Our clients' needs come first. It's as simple as that.
A nationally recognized retirement leader, Compass Financial Partners provides retirement consulting services to publicly-traded, privately-held, non-profit and private equity-owned organizations domiciled around the world. Our client list includes long-standing members of the Global Fortune 500 as well as entrepreneurial high growth endeavors. And we wouldn't have it any other way. We believe that no matter how big or small a company is, their employees deserve the opportunity to prepare for a rewarding retirement. Therefore, our commitment never changes: to deliver extraordinary services that yield extraordinary results.
Individual Wealth Management
Our clients have ambitious aspirations for themselves, for their families, and for their communities. Through strategic wealth management, we help enable our clients to achieve their biggest goals in this lifetime and leave a legacy for generations to come.
Customized financial strategies. For a personalized life path.
We enable people to make the most of their wealth so that they can make the most of their life. Whether an individual is saving to send their children to college, building a nest egg for their golden years, or safeguarding their legacy for years to come, our team of experts will craft a detailed financial strategy focused on those goals. And it doesn't end there. We carefully draft custom investment strategies, provide powerful tools to help them stay on track, and offer ongoing support as their situation and goals change through the years. And when we get to see people achieve the life they have envisioned, that's our definition of success.
Personal service. Progressive resources.
Compass Financial Partners uses a holistic approach to investment management and wealth planning. By combining personalized planning, rock-solid research, and innovative technology, we help put our clients on the path to realizing their dreams.
Personalized Planning - We combine our understanding of our clients' goals with the latest research and evidence-based strategies to develop financial plans focused on their unique objectives.
WealthVision - Our integrated web-based financial planning tool puts clients in control of their financial destiny. The software allows users to track savings progress, set budgets and goals, and aggregate all their accounts into a single view for easy monitoring. It also offers online storage of important documents and comprehensive analysis capabilities, putting our clients' entire financial house in order, all in one place.
Service-Focused - While we offer cutting-edge technology, our people are even more powerful. By understanding our clients' goals completely, we can anticipate their needs and address them proactively. After all, our own success is measured by how successful our clients are at fulfilling their dreams.
Through customized and integrated wealth management, Compass Financial Partners helps individuals and families shape a legacy to stand the test of time. As experienced advisors and thought leaders in this arena, we understand the complexities that come with accumulating, preserving, and transferring substantial wealth. By addressing the six dimensions of wealth—family continuity, strategic philanthropy, risk management, integrated planning, investment diversification, and lifestyle enhancement—our approach empowers clients to make the most of their resources today, tomorrow, and beyond.
Individuals
We help individuals establish a holistic, long-term vision taking into account the financial, personal, and social aspects of wealth. After clarifying their objectives, we develop a strategic plan for optimizing resources throughout the course of their life and creating a legacy that endures beyond it.
Small Business Owners
We work with small business owners to develop integrated and personalized wealth plans that address all of their financial and personal obligations, including maintaining business continuity and succession planning as well as helping their employees prepare for retirement, and planning for their own futures.
Executives
We have firsthand experience helping executives build the lifestyle and legacy they desire. Our team understands the sophisticated needs of this elite group and provides in-depth financial planning focused on growing, preserving, and applying wealth effectively. More and more employers are awarding stock options to employees as part of their compensation programs. The complex language, numerous tax outcomes, and the daunting number of possible exercise strategies contribute to many option holders not fully recognizing the full value of their options. Compass Financial Partners can simplify this complicated process and help executives extract the maximum value from these options.
Multigenerational Families
Our team has extensive experience helping families grow, preserve, and transfer wealth from one generation to another. We provide families with holistic guidance in all areas of their financial lives, striving to impart positive financial behaviors and develop a shared long-term vision for the preservation of wealth for future generations and the distribution of wealth to strengthen the family legacy.
Mission & Promises
Because there is no better feeling than to know that we have helped people do what they couldn’t have done on their own. That’s why we never stop working, never stop learning, never stop thinking about how we can do more for our clients.
To achieve our mission, we provide expert guidance and an exceptional client experience in accordance with the following promises:
We promise to keep our clients ahead of the curve.
We will invest our time knowing what’s happening today and what’s on the horizon. Our clients will reap the benefits of our commitment to never stop studying and always be learning.
We promise to be good listeners.
The first and most crucial step in serving our clients’ goals is to listen to what they’re saying and fully understand what they want. By doing so, we can deliver solutions that serve the unique needs of each unique client. No cookie cutter required.
We promise to act as true partners.
Partnership is based on shared goals and values, and built with mutual trust and respect. Our clients can count on us to invest significant time in understanding their goals, and then to be as committed to their success as they are.
We promise to hire people who think for themselves and are commited to others.
Our team members are the embodiment of our brand and our values. So, we hire the best—individuals who are passionate about what they do and the impact they can make.
We promise to stay focused on the big picture.
True, meaningful, long-term success is about finding win-win solutions. That’s why we feel committed not only to our clients, but to our team, our industry, and our community.
