For every hope, there is a how-to. For every wish, there is a to-do list. For every dream, there is a design. Compass Financial Partners should know. As experts in institutional retirement plan consulting and individual wealth management, we specialize in helping people make their way to what matters most. Retirement well-being for your employees. A rock-solid financial foundation for your family. The confidence that comes with being prepared for whatever comes next.
We have an awesome responsibility, but an equally awesome opportunity. Our goal is to help our clients, both Plan Sponsors and their Participants, enjoy peace of mind. We help empower them to retire with dignity.
Our clients have ambitious aspirations for themselves, for their families and for their communities. Through strategic wealth management, we help enable our clients to achieve their biggest goals in this lifetime, and leave a legacy for generations to come.
KELLY AND STEVENSON NAMED TWO OF THE FINANCIAL INDUSTRY’S TOP WOMEN RETIREMENT PLAN ADVISORS
Greensboro, NC. – Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC, have been recognized as 2018 Top Women Advisors by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).
Compass Financial Partners Named to NAPA’s Top DC Advisor Multi-Office Firms
Compass Financial Partners in Greensboro, North Carolina has been named to the National Association of Plan Advisors (NAPA) 2019 Top DC Advisor Multi-Office Firms list. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.
Compass Financial Partners named to 2020 PLANADVISER Top 100 Retirement Plan Advisers
Compass Financial Partners is pleased to announce it has been named as one of the 2020 PLANADVISER Top 100 Retirement Plan Advisers.
One of the Top 50 Advisor Teams in the Country for Institutional Consulting
Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its sixth annual Top 50 Institutional Consultants list which features firms that are among the best in the nation in guiding institutional investing, including foundations, endowments, pension and defined-contribution plans.
Named to the 2020 Financial Times 401 Top Retirement Plan Advisers
Compass Financial Partners in Greensboro, North Carolina is pleased to announce that Managing Partner Kathleen Kelly has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers.
Kathleen Kelly Named to the 2020 NAPA Top Women Advisors List
Kathleen Kelly has been recognized as 2020 Top Women Advisor by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).
We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.