Financial Compass

An Independent, Fee-Only Financial Advisory Firm

Welcome to
Financial Compass

Financial Compass is an independent, fee-only Registered Investment Advisor (RIA) & CFP® located in Newtown, PA & Haddonfield, NJ. We specialize in near/early retirees long range planning and investment needs. We best serve households nearing or in the early stages of "financial independence" A.K.A Retirement. Clients with assets in the $1-5MM range will find an excellent value with our ongoing services.

The Difference

In an industry built to maximize its own profits, we know the client should always come first. And while lots of financial firms talk that talk, we actually walk the walk.

The Focus

Be secure and confident about your entire financial life. We strive to help our clients to reach all of their financial goals. A strong and goal based financial plan is the backbone of any investment strategy.

Wealth management built for you.

our associations

CFP Board

Pershing LLC

NAPFA

Women & Wealth

We specialize in providing professional investment management and planning services as a Fee-Only, Certified Financial Planner® to those seeking fulfilling, transparent investment management services. We do the heavy lifting in your financial life, so you can focus on living your BEST life.