Our Clients

Who We Serve

Compass Wealth Planning limits its clientele to a select group of long-term relationships for whom we can make a real difference. We offer a 45-minute get-acquainted meeting in order to determine if we are a good mutual fit.

Our clients include business owners, medical professionals, pre-retirees, and retirees are typically those with significant accumulated assets who are seeking trustworthy advice and are comfortable delegating day-to-day investment management.