BARRON’S RECOGNIZES COMPASS FINANCIAL PARTNERS AS A TOP INSTITUTIONAL CONSULTANT

One of the Top 50 Advisor Teams in the Country for Institutional Consulting

Greensboro, NC – April 2023 – Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its eighth annual Top 100 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.

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.

The team at Compass has been previously named to the 2018-2022 Barron’s Top 100 Institutional Consulting Teams.

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 and Charlotte. For more information, visit www.CompassFP.com.

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