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Compass Financial Advisors

Latest Quotes: GOOG: 768.72 [ +8.18 (+1.08% ) ]msft: 60.6875 [ +0.3375 (+0.5592% ) ]yhoo: 41.12 [ -0.07 (-0.17% ) ]vra: 15.27 [ -0.02 (-0.13% ) ]itt: 39.20 [ +0.45 (+1.16% ) ]ge: 30.76 [ +0.09 (+0.29% ) ]aapl: 111.59 [ +1.53 (+1.39% ) ]fele: 37.95 [ -0.25 (-0.65% ) ]lnc: 62.579 [ +0.339 (+0.545% ) ]lin: N/A [ +0 (+0% ) ]

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The Personal Touch: Experience,
Understanding, Growth

At Compass Financial Advisors, we have a very clear mission: Help a select number of clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services.

A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another.

Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus.

Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client.

Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.

Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations.

Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals.


^tnx: 2.32 [ -0.01 (-0.47% ) ]
^xau: 81.05 [ +1.74 ( +2.19% ) ]
^spx: 2193.01 [ +11.11 ( +0.51% ) ]
^ixic: 5352.87 [ +31.36 ( +0.59% ) ]

Latest Market News

 Once again equity markets were positive this week as the S&P 500 moved up 0.9%. The S&P 500 is now up 2.8% in November and 8.9% year to date. Market optimism over future GDP growth under a Republican controlled government continues to fuel equities. Leading the way in equities has been small and midcap stocks. The S&P Midcap index is up 6.5% in November and up 16.5% year to date. The S&P Smallcap index is up 11.2% in November and up 21.0% year to date. Interest rates continued to grow, although at a slower rate than last week's post-election spike.

 Treasury yields rose last week on encouraging economic data and expectations that Trump's economic policies will lead to economic growth, higher inflation, and a quicker pace of interest rate hikes by the Federal Reserve. Retail sales beat consensus expectations on Monday, as auto and gas station sales led the way. Despite the two largest gainers being volatile components, gains were broad-based outside those sectors as well. The bond market strengthened on Wednesday as lackluster economic data eased the selling pressure that overtook the market since the presidential election last week.

 View from the Observation Deck 

Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC. http://www.finra.org/

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check