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Compass Financial Advisors

Latest Quotes: GOOG: 929.98 [ +8.69 (+0.94% ) ]msft: 73.965 [ +0.915 (+1.253% ) ]amzn: 967.065 [ +13.005 (+1.363% ) ]gm: 35.72 [ +0.20 (+0.56% ) ]vra: 9.12 [ -0.95 (-9.43% ) ]itt: 40.04 [ +0.34 (+0.86% ) ]aapl: 163.217 [ +0.307 (+0.188% ) ]fele: 38.45 [ +0.05 (+0.13% ) ]stld: 34.875 [ +0.365 (+1.058% ) ]

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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: 2.14 [ +0.01 ( +0.33% ) ]
^xau: 88.2758 [ -1.0995 (-1.2302% ) ]
^gspc: 2458.46 [ +12.16 ( +0.50% ) ]
^ixic: 6371.2388 [ +69.3530 ( +1.1005% ) ]
^n225: 19506.54 [ +143.99 ( +0.74% ) ]

Latest Market News

 U.S. equities were generally positive last week, after falling the previous two weeks. For last week, the large cap S&P 500 index returned 0.75%, while the mid cap S&P 400 returned 1.01% and the small cap S&P 600 had a 1.15% return. Consumer staples were the worst performing sector in the S&P 500 partly from disappointing earnings announcements but also because of new plans from Amazon Inc., their acquisition of Whole Foods Market Inc. is due to close Monday August 29th, which are expected to disrupt the grocery industry.

 Treasuries seesawed throughout the week as investors reacted to geopolitical concerns and indications of changes to fiscal and monetary policy. Treasury yields rose as the White House and Congress made progress on tax reform. Tuesday, President Trump threatened a government shutdown at a rally in Phoenix if he doesn't get funding for the Mexico border wall, sending yields lower. His comments were in stark contrast to promises made by Senate Majority leader Mitch McConnell; highlighting the disconnect between the President and Congress and rattling markets.

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