Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

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Compass Financial Partners | MMA Named to NAPA’s Top DC Advisor Teams

Greensboro, NC – March 2024 – Compass Financial Partners, a Marsh & McLennan Agency LLC Company has been named to the 2024 National Association of Plan Advisors’ (NAPA) Top DC Advisor Teams list. The NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list is team-focused, broadly defined as having at least $100 million in DC assets under advisement (AUA).

The team at Compass has been previously named to the 2019-2022 NAPA Top DC Advisor Team Lists.

Please Note: The accolade continues to be based on the previous calendar year’s numbers but NAPA has updated the title to reflect the year in which it’s released. Hence you will not find a list titled “2023” in the archives.

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.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations.Compass Financial Partners, A Marsh & McLennan Agency LLC Company, did not pay to participate or display the award.