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Compass Investment Advisors logo — Building Confidence Through Guidance

Compass Investment Advisors

Building Confidence Through Guidance

Founded 2009 United States Dover, United States 5 employees Finance, Financial Services

General Information

Company Name Compass Investment Advisors
Founded Year 2009
Location United States Dover, United States +3
Employees 5
Industries Finance, Financial Services
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About Compass Investment Advisors

Compass Investment Advisors is an independent financial planning and investment management firm with a mission to be a positive and meaningful force in their clients' life journey. Founded in 2009, the company is committed to delivering first-class planning advice, a risk-managed investment process, and the highest level of client service in the Finance and Financial Services sectors. Their slogan, "Building Confidence Through Guidance," reflects their dedication to providing sound financial guidance. The firm offers Securities and Advisory services through LPL Financial, a registered investment advisor, and is a member of SIPC (sipc.org). However, they are limited to discussing and/or transacting business only with residents of the states in which they are properly registered or licensed. Notably, the company cautions that third-party posts found on their profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Recent investment information and details about investors and headquarters are not available at this time. However, based on their strong commitment to client service and robust risk-managed investment processes, Compass Investment Advisors presents an intriguing opportunity for potential investors or partners in the financial services sector.

Taxonomy: financial planning, investment management, client service, independent financial advisory, securities, advisory services, registered investment advisor, risk-managed investment process, financial professionals, financial advising, advisor services, investment advisory

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Compass Investment Advisors Alternatives & Competitors

Compass Investment Advisors vs
Bleakley Financial Group
Bleakley Financial Group United States

Forbes 2024 America's Top RIA Firms/Investment News 2023 Top Hybrid RIA

128 employees
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Compass Investment Advisors vs
Capital Planning Wealth Management
Capital Planning Wealth Management United States

"We live to serve."

11 employees
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Compass Investment Advisors vs
Elite Financial Network, Inc.
Elite Financial Network, Inc. United States

INTELLIGENT INVESTING FOR A SMART RETIREMENT

12 employees
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FAQ About Compass Investment Advisors

Building Confidence Through Guidance
Compass Investment Advisors was founded in 2009.
Compass Investment Advisors is headquartered in Dover, United States.
Compass Investment Advisors operates in the following industries: Finance, Financial Services.
Compass Investment Advisors has approximately 5 employees.
Top alternatives and competitors to Compass Investment Advisors include Bleakley Financial Group, Capital Planning Wealth Management, Elite Financial Network, Inc., Dodds Wealth, Sterling Financial Management, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Compass Investment Advisors and Bleakley Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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