The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham

 

Services

We offer a variety of specialized services designed to meet your specific goals and needs.

 

Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

 

Our Process

Find out more about our process. Contact us today to learn more.

 

Blog

Read our latest blog posts for up-to-date information on news, events and articles.

Home

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Our Company

With so much riding on your financial planning, you need a company whose first responsibility is to take care of you and your future. Our goal is to do just that.

Learn more...

* Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services through Securities America Advisors, Inc. Compass Financial Partners and the Securities America companies are separate entities.. Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved