Who We Serve

Objective Advice. Progressive Plans

Personal Touch.

A nationally recognized retirement leader, Compass Financial Partners provides retirement consulting services to publicly traded, privately held, non-profit and private equity owned organizations domiciled around the world. Our client list includes long-standing members of the Global Fortune 500 as well as entrepreneurial high growth endeavors. And we wouldn't have it any other way. We believe that no matter how big or small a company is, their employees deserve the opportunity to prepare for a rewarding retirement. Therefore, our commitment never changes: to deliver extraordinary services that yield extraordinary results.


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.