Barron’s Magazine Names Compass Financial Partners Among Best in its Industry

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Greensboro, NC – March 2020 – Compass Financial Partners is pleased to announce it has been named as one of the 2020 PLANADVISER Top 100 Retirement Plan Advisers.

Annually, PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. The list includes advisers who are evaluated according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.

Compass Financial Partners was recognized in the large team segment based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: Individual adviser – meaning one adviser and support staff; small team – a group of two or more advisers and support staff, the total not exceeding 10; large team – a group of 11 through 35 advisers and support staff; and mega teams – 36 or more team members in all.

Advisers named to the list will be honored at the annual PLANSPONSOR/ PLANADVISER Excellence in Retirement Awards celebration on March 26th in New York City.


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.