About

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.

As of June 1, 2013, Compass Financial Partners has formed to bring together over 70 years of financial services experience to help individuals, families, and small businesses protect or build their assets using a variety of strategies, services, and products.

At Compass Financial Partners, we understand that you and your financial needs are unique, so your solutions should be too! For you this isn’t about just dollars and cents, what’s at stake is much more personal. It’s when you can retire, how your kids can afford to go to college, and what happens to your family in the case of an untimely death or disabling health condition.

No matter how ambitious or simple your financial goals may be, we will take the time to understand your financial situation, concerns, goals, and priorities to get you going in the right direction with a strategy customized to meet your needs.

At Compass Financial Partners we are committed to giving you the means to pursue your financial security, and to feel more comfortable with your future.

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* 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.

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