Compass Financial Partners
Why pick this one
Compass Financial Partners combines institutional retirement plan consulting with individual wealth management and an internal CFA-led investment oversight process.
Best for
- Employers needing retirement plan design and fiduciary support
- Plan sponsors seeking investment oversight and vendor benchmarking
- Organizations seeking participant financial wellness programming
- Individuals and families seeking strategic wealth management
- Clients seeking retirement and investment guidance from a team with CFA, CFP, AIF, and CRPS credentials
Look elsewhere if
- Customers seeking services outside retirement plan consulting, financial wellness, or individual wealth management
Specialties
- retirement plan design assistance
- investment oversight
- fiduciary support
- vendor analysis and benchmarking
- participant financial wellness programs
- individual wealth management
Certifications
- CFA
- CFP
- AIF
- CRPS
- CPFA
- QPA
- QKA
- ERPA
- APA
- CMFC
- CPA
- PMP
- Marsh & McLennan Agency LLC affiliation
What makes them different
- Internal CFA professionals oversee a formalized investment consulting and due diligence process
- Provides fiduciary support covering education, documentation, process review, and deficiency correction
- Offers comprehensive participant financial wellness programs designed to improve retirement engagement
- Joined Marsh & McLennan Agency LLC in January 2021 while retaining its high-touch service model
- Received the 2024 Pensions & Investments Eddy Award for Financial Wellness with retirement plan client Polaris
Distilled from this business's own website.
Contact & Location
- Address
- 3623 N Elm St Ste 201, Greensboro, NC 27455
- Phone
- 3365101550
- Website
- http://www.compassfp.com/
- jhatley@compassfp.com
Services
- institutional retirement plan consulting
- individual wealth management
- investment consulting
- financial wellness programs