Dakota
Dakota
Book a Demo
Talk to an Expert

Compass Financial Partners, a Marsh McLennan Agency LLC Company

EST. AUM
$18,700,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website compassfp.com
Client types

Overview

Compass Financial Partners, part of the Marsh & McLennan Agency, specializes in retirement plan consulting and individual wealth management services. Their approach to retirement plan consulting focuses on empowering participants to retire with dignity through effective plan design, investment oversight, and fiduciary support.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy