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Compass Financial Advisors

Latest Quotes: GOOG: 909.87 [ +35.62 (+4.07% ) ]msft: 68.10 [ -0.17 (-0.25% ) ]yhoo: 48.39 [ +0.03 (+0.06% ) ]vra: 9.19 [ -0.09 (-0.97% ) ]itt: 42.10 [ -0.07 (-0.17% ) ]ge: 29.011 [ -0.069 (-0.237% ) ]aapl: 143.931 [ +0.141 (+0.098% ) ]fele: 41.50 [ -1.75 (-4.05% ) ]lnc: 66.07 [ -0.46 (-0.69% ) ]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: 2.30 [ +0.00 ( +0.09% ) ]
^xau: 83.01 [ +1.93 ( +2.38% ) ]
^spx: 2384.61 [ -4.16 (-0.17% ) ]
^ixic: 6047.37 [ -1.57 (-0.03% ) ]

Latest Market News

 View from the Observation Deck 

 The stock market moved higher last week by 0.87% as measured by the S&P 500. Industrial stocks, led by the railroads, were the best performers for the week. The turnaround at CSX is gaining steam after a positive earnings release, followed by analyst upgrades, helped the stock climb and close out the week with a +9.37% return. The company noted core pricing gains that also sent peer railroads prices higher (Norfolk Southern +4.3%, Union Pacific +3.3%). On Sunday, voters in France went to the polls to select two candidates for the presidential runoff.

 Treasury yields continued to march lower last week as geopolitical concerns and lackluster economic data sent investors into safe haven assets.  On Friday, yields reversed course after President Trump promised to announce his tax reform plan this week. In Europe, the French presidential election stoked fears over the prospect of electing an anti-European Union candidate that will push to follow Britain's lead and "Frexit" the EU. On Monday, the Consumer Price Index showed a decline in March for the first time in more than a year.

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