Compass Financial Advisors
Fort Wayne, United States (US) · Finance and Banking
Do you work at Compass Financial Advisors?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
Compass Financial Advisors is a Fort Wayne, Indiana-based wealth management firm dedicated to helping individuals and families achieve their financial goals.We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together.
Overview
Compass Financial Advisors is a Fort Wayne, Indiana-based wealth management firm dedicated to helping individuals and families achieve their financial goals.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
Contact Details
+1260-490-7878
info@compassadvisor.com
Fort Wayne, United States (US), 9933 Dupont Circle Dr W
+2
Founded
2005
Company Type
Private Limited Company
Employees
10-20
Categories
Services
Companies teams usually look at after Compass Financial Advisors
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.