Welcome to Compass
Compass Financial Group, Inc. is an independent wealth management, financial planning and investment advisory firm located in Deerfield Beach, FL. Compass was founded in 1961 and specializes in integrated financial advice for our high net worth clients. While many things have changed over the past 50 years since the firm inception in 1961, the firm’s focus on achieving excellence on behalf of our clients has never wavered. Our services are also extended to trusts, estates, charitable organizations, pensions and profit sharing plans, corporations, and other business entities.
We are committed to educating our clients on our overall wealth management strategies which can lead to prudent and meaningful financial solutions. The services we offer are delivered through our disciplined approach that focuses on achieving your long term goals. We offer our clients a detailed process to identify, qualify and quantify your objectives while consistently monitoring and evaluating the overall results.
We make it our goal to help you achieve yours.