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

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Greensboro, NC: March 2020 - 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.

This year’s list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of December 31, 2019 for the organizations that submitted data. Firms considered for inclusion must have more than a single office/physical location and have more than $1 billion in AUA as of December 31, 2019.

This year’s list represents more than $2 trillion in DC assets under advisement, nearly 125,000 plans, and more than 23 million participants. NAPA stated, ”… the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”

The list of 2019 Top DC Multi-Office Firms will be published in the Spring Issue of NAPA Net the Magazine.


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.