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Compass Investment Advisors

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website mycompassadvisors.com
Client types

Overview

Compass Investment Advisors is an independent financial planning and investment management firm serving clients from offices in Dover, Newark and Bethany Beach, Delaware. The firm focuses on providing first-class planning advice, a risk-managed investment process and high-touch client service across retirement, investment, tax, estate and insurance needs. Compass Investment Advisors builds customized strategies that integrate financial planning with portfolio construction and behavioral coaching, guided by an in-house investment committee focused on long-term goals and systematic risk management. Through LPL Financial and Private Advisor Group, Compass accesses broad custodial, research and technology resources while maintaining an independent, client-centric advisory model.

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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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