BARRON’S NAMES COMPASS FINANCIAL PARTNERS AMONG Top 50 Institutional Consultants

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April 25, 2019 (Greensboro, NC) — Compass Financial Partners, a nationally recognized industry leader in the institutional investment advisory and retirement plan consulting space, was recently named as a Top Institutional Consultant by Barron’s.

The leading financial magazine published its fifth annual Top 50 Institutional Consultants list which recognizes the nation’s top teams specializing in investment consulting for foundations, endowments, pension and defined-contribution plans.

Barron's evaluated a range of criteria to compile the list, including institutional investment assets overseen by each team, revenue generated by those assets, the number of clients served by the team, the number of team members and their regulatory records as well as advanced professional designations and accomplishments represented on the team.

“We are honored to be recognized by one of America’s leading business publishers” said Founding &Managing Partner Kathleen Kelly. “We have continued to see demand grow for our specialized consulting services as institutions recognize that they not only have a tremendous responsibility, but also a tremendous opportunity to make a difference in the retirement readiness of their employees. We are privileged to work with fabulous clients who believe, as we do, in affording every employee the ability to retire with dignity!”

Compass Financial Partners We love what we do.  WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. 

About Compass Financial Partners, LLC

We love what we do.  WE PAVE THE PATH TO THE FUTURE.

A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem.  For more information, visit www.CompassFP.com.