About Us

Decades of Rooted Experience

With over 250 years of combined expertise, our team brings a wealth of knowledge to the table. We've weathered market fluctuations, navigated industry shifts, and honed our skills to become a trusted partner for our clients. Our commitment to excellence is deeply rooted, making Compass Capital a trusted partner for those seeking expert financial guidance.

Work with an Advisor Who’s Backed By a Team

Our team approach sets us apart, ensuring that every client benefits from the collective expertise of our whole team. No one can be an expert on everything, which is why we leverage the diversity of skills within our team. When you choose Compass Capital, you're not just working with an advisor—you're gaining a dedicated team invested in your financial success.

The CFP® Experience Behind Our Planning Perspective

Our team includes Certified Financial Planners (CFP®) who bring a planning-centric perspective to every client relationship. As fiduciaries, we maintain a commitment to your best interests. With Compass Capital, you can trust that your financial future is in the hands of experienced, certified professionals dedicated to guiding you toward the future you desire.

A Foundation Built on Our Values

Our core values serve as the basis for everything we do, showing up in our everyday practices and in our interactions with every client.

A Team Approach to Every Case

No one can be an expert on everything. Our team approach gives you access to over 250 years of combined experience, equipping you to handle any challenge or opportunity life presents.

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Independent and Unbiased

We’re not tied to a specific company when it comes to building your portfolio. Because we’re independent, we have the freedom to search the best solutions based on your unique needs and goals.

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Backed by Tools and Technology

Today's fast-paced financial landscape requires tools to stay on top of it all. We harness the latest advancements to provide unparalleled insights, personalized solutions, and seamless experiences.

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Embrace the Planning Process

We consider your unique aspirations, challenges, and dreams to chart a course into your future. We go beyond asset management to help you navigate the multi-faceted complexities of your financial ambitions..

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Caring for Our Community

In Work and Beyond

Our advisors at Compass Capital Management are proud community members. In addition to our work every day, we work with organizations in the community to ensure our care for the people around us is felt as widely as possible.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

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Explore Cetera/Pershing

Explore Cetera

Who We Work With

We work to understand the nuances of your financial situation to provide financial solutions to a range of clients.

Who We Work With

Our Approach

Our unbiased, team approach to financial planning helps you chart a course to the future you’ve envisioned.

Our Approach

Our Team

The Compass Capital Management team is excited to offer our knowledge and experience to every client.

Meet the Team