COMPASS is a full-service wealth management firm designed for independent advisors who are seeking a turn-key solution that provides all of the organizational structure, technology, products and services needed for their business.
With over 30 years of experience supporting independent advisors, COMPASS is designed to provide access to high level technology, asset management, brokerage and insurance services that can be customized to each advisor’s business model. We provide all of the regulatory, technology and asset management tools in a single system under one firm so that the advisor does not need to create those systems or have registrations and relationships across multiple firms and vendors.
Founded with an eye to the future of the independent advisor, COMPASS has evolved with the needs of advisors to integrate new products, innovative technologies and investment management strategies. Today, we support independent advisors with integrated services across the spectrum of business lines. COMPASS provides the organizational structure, technology and investment management support while maintaining high payouts for an advisor’s growing independent investment business.
Interested in joining the COMPASS team?
We are always interested in speaking to talented people who are passionate about serving others and committed to personal growth. If that’s you, please take a moment to introduce yourself to us.