Financial Compass

Est. 2009

Independent, Fee-Only Financial Advisory Firm

Welcome to
Financial Compass

Financial Compass specializes in the long range planning and investment needs of near/early retirees who wish to delegate their investment managment to a seasoned, fiduciary partner. Clients with assets in the $1-5MM range will find an excellent value with our ongoing services.

The Fiduciary Difference

I am a fiduciary, and that means the client should always come first. And while lots of financial firms talk that talk, as an independent, fee-only advisor, I actually walk the walk.

The Focus

Let's make a plan and be confident in what you need to be secure and live the life you want to in retirement. A strong, goal based financial plan is the backbone of any investment strategy. I strive to bring you clarity and confidence.

Wealth management built for you.

our associations

CFP Board

Pershing LLC

NAPFA

Dimensional Funds

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