A Dave Ramsey Smartvestor

Compass Financial is an independent financial advisory group that has been screened and vetted by the Ramsey Solutions team members to become SmartVestor Pros. We have clients throughout the country, no account minimums, and can guide you through the financial landscape – guidance that meets you where you are and helps you meet your goals!

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ABOUT US

Compass Financial Advisors, LLC has been guiding clients through the financial landscape since 2003.  Our priority is to educate you, with the heart of a teacher, so you can have confidence in the plan we put together for you.  Our goal is to be someone you can feel comfortable talking with and someone you can trust.  Once we understand your financial situation, we'll put together a strategy that you will believe in and understand.  When you have financial concerns, we are here to help.   

Why work with us?

We're independent advisors who provide unbiased, client focused advice.

Fiduciary

As Investment Advisor Representatives, we are legally and ethically required to put your best

interest before our own.  

Transparent

 

There will be no hidden fees and we do not receive incentives from any third party money managers.

Personal

Our clients are more than just accounts.  They're people we have real relationships with.

ARE YOU INVESTED PROPERLY?

HOW MUCH RISK DO YOU WANT?

HOW MUCH RISK DO YOU NEED?

HOW MUCH RISK SHOULD YOU HAVE?

Let's pinpoint who you are as an investor.