Fort Wayne, United States
Compass Financial Advisors is a wealth management company founded in 2005. The company's mission is to help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services.
The company takes a holistic, comprehensive, and strategic view of the financial landscape and examines how the various pieces fit together and impact one another. Being independent, their advice is not influenced by corporate or external affiliation, and their investment management services are strictly fee-based, eliminating most conflicts of interest with a singular focus on their client's needs.
Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. They offer highly effective strategies for high net worth individuals, private business owners, endowments, and foundations, with a goal to deliver customized wealth management strategies to fit the needs of each client.
The company believes that communication is key to the success of any relationship and that client loyalty is what builds a successful business. Virtually all of their business growth has come through client and professional referrals.
Securities offered through Ausdal Financial Partners, Inc. (5187 Utica Ridge Road, Davenport IA 52807, (563)326-2064). Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/operated and are separate entities.
