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Join Our Team

An Independent Network of Support

We believe in the power of independence and the benefits of collaboration as we support our advisors in building the practice they can imagine. As an advisor on the Compass Capital Management team, you’ll have the flexibility to support your clients how they need with access to an extensive network that is dedicated to supporting you on your transition to independence.

<strong>Freedom to Serve Clients as a Fiduciary</strong>

Freedom to Serve Clients as a Fiduciary

We’re proud to embrace a fiduciary mindset, putting people at the forefront of every decision we make. As fiduciaries, we are ethically bound to act with transparency, honesty, and diligence. Joining Compass Capital means joining a team dedicated to these principles. We believe that high standards of care for our clients translate to high standards of care for everyone.

<strong>Unlock Marketing Excellence</strong>

Unlock Marketing Excellence

Our partnership with Cetera gives our advisors access to a range of marketing resources—such as email campaigns, social media posts, and website content—to support your practice. With these resources as your templates, you can save time while creating content to connect with and add value for your clients.

<strong>Integrated, Data-Driven Technology</strong>

Integrated, Data-Driven Technology

We equip partners with robust tools for monitoring portfolio performance, market trends and essential indicators so you can make informed choices and remain competitive in the market. You can seamlessly integrate these tools into your workflow and empower yourself to stay current and make timely decisions.

Welcoming You Where You Are

We welcome professionals in all stages of their careers, and even those transitioning from other industries.

New Advisors

New Advisors

Experienced Advisors

Experienced Advisors

Insurance Agents

Insurance Agents

Wirehouse Advisors

Wirehouse Advisors

Tailored Solutions for Outstanding Service

Our experienced planning team delivers comprehensive solutions that prepare you to offer informed guidance to your clients. If you're eager to transition to independence and deliver outstanding, personalized service to your clients, let's connect today and get started.

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A Range of Practice Management Services


At Compass Capital, we understand how critical marketing is to the success of our advisors. From data-driven planning to campaigns, we provide you with the foundations to develop personalized marketing strategies for your audience.

Planning Teams

Whether you need assistance with routine tasks or guidance on the latest market trends, our planning teams are here to ensure you have the knowledge and resources needed to deliver top-notch service and strategic financial guidance.


We offer a suite of technology solutions that seamlessly integrate into your workflow. From advanced analytics tools to client management systems, our technology services are designed to enhance and elevate the client experience.

New Client Onboarding

First impressions matter, especially in the financial advisory world. Compass Capital Management helps streamline the new client onboarding process, ensuring a smooth and efficient experience for both you and your clients. 

Our Services

We’re committed to helping you develop short- and long-term strategies that can lead to your ideal future.  

Explore Services

Our Approach

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

Our Approach

Contact Us

Reach out today to learn how Compass Capital Management can help you plan for the future you desire.

Contact Us Today