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 60+ 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 place the interest of our clients first
Fiduciary Standard
At Compass, we act as fiduciaries. A fiduciary refers to a person or organization that is held to a higher standard of conduct or trust. This ethically binds us to act in the best interest of our clients and therefore place our client’s interests above our own.
Investment Choices
We use a variety of investment strategies, types and vehicles in client portfolios. Our objective is to find the investments that best meet our client’s needs. We have the freedom to select what is the right fit for each client.
Focused Client Service
As a boutique firm, we are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on excellent client service. We maintain a manageable client base in order to allow us to focus our resources on our client’s unique needs.
Direct Access to Principals
Because of the size of our firm and structure of our client relationships, client's have direct access to the principals as well as other members of our team.
Firm Strengths
Experience
Compass has been providing financial guidance to our clients since 1961 and our team has significant experience in dealing with a variety of client financial situations.
Multi-Strategy Investment Approach
Our investment approach is global, diversified, varied & opportunistic.
Academic background blended with real world application
The Compass team has considerable experience in teaching and instructing which enhances our ability to communicate with clients and to blend academic theory with real world application.
Team approach with strong credentials
CFP®, CFA®, CIMA®, CISsm, FPQPTM
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered marks owned by CFA Institute. Investments & Wealth Institute™ (formerly IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Investments & Wealth Institute™ initial and ongoing credentialing requirements for investment management consultants. Investments & Wealth Institute™ (formerly IMCA®) is the owner of the service marks “CIS℠” and “Certified Investment Strategist℠.” Use of CIS℠ or Certified Investment Strategist℠ signifies that the user has successfully completed the Investments & Wealth Institute™ (formerly IMCA®) credentialing requirements for investment strategists. FPQP® and Financial Paraplanner Qualified Professional™ are trademarks or service marks of the College for Financial Planning® — a Kaplan Company. Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories, and have passed a comprehensive end-of-course examination. Designees are required to complete 16 hours of continuing education every two years to maintain the designation and must adhere to the College’s Standards of Professional Conduct.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.