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 InstituteTM (formerly IMCA®) initial and ongoing credentialing requirements for investment management consultants.
Investments & Wealth Institute™ (formerly IMCA®) is the owner of the service marks “CISsm” and “Certified Investment Strategistsm.” Use of CISsm or Certified Investment Strategistsm 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 of the College for Financial Planning and are awarded to individuals who successfully complete the College’s initial and ongoing designation requirements.