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Compass Financial Partners

Financial Services

Specialities :
Private client services
Financial planning
Wealth management
Retirement income planning
Disability income planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Compass Financial Partners

What does Compass financial partners do?+

Led by Co-founders and Private Wealth Advisors, Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm specializing in sophisticated financial planning and generational wealth management. Each client receives a personalized financial plan based on their core values, beliefs, financial behaviors and future vision. Whether your goals include financial independence, leaving a legacy, or endowing a philanthropy, we help bring your vision to life. Thats our mission

What are Compass financial partners's specialties? +

Private client services,financial planning,wealth management,retirement income planning,disability income planning,investment strategies,employee and executive benefits planning,life insurance planning,long term care planning,business succession planning,business valuation planning,estate planning,business risk management,trust services,fee based financial planning,qualified plan benchmarking,qualified plan design assistance,qualified plan fiduciary education,and qualified plan employee education

What is Compass financial partners's industry? +

Compass financial partners operates in the Financial services industry.

What is Compass financial partners's revenue? +

Compass financial partners's revenue is 11m - 100m

What is Compass financial partners's company size? +

Compass financial partners has 11 - 50 employees.

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