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Compass Financial Group

EST. AUM
$405,907,000

CONTACTS
2

CLIENT ACCOUNTS
425

Firm Details

Metro area West Palm Beach
CRD Number 125186
Website compassfinancialgroup.com
Client types

Overview

Compass Financial Group, Inc. is an independent wealth management, financial planning, and investment advisory firm based in Deerfield Beach, FL. Established in 1961, the firm specializes in providing integrated financial advice to high-net-worth clients, maintaining a steadfast commitment to excellence throughout its history. In addition to individual clients, Compass extends its services to trusts, estates, charitable organizations, pensions, profit-sharing plans, corporations, and other business entities. The firm is dedicated to educating clients on comprehensive wealth management strategies, employing a disciplined approach to help identify, qualify, and quantify their objectives while consistently monitoring and evaluating overall results.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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