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Financial Compass

Est. 2009

Independent, Fee-Only Financial Services

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 here.

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.

Independent, Fee-Only

As an independent advisor, I answer to my clients... and as a fee-only advisor, I have zero incentive to recommend securities or solutions that do not your needs.

Learn More

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.

Let's Begin

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 me do the heavy lifting in your financial life, so you can focus on living your BEST life.

We're Different

Main Office

34 Tanner St
Suite 1
Haddonfield, NJ 08033

This email address is being protected from spambots. You need JavaScript enabled to view it.
(856) 685-5051

Other Locations

224 Church St
Philadelphia, PA 19106
& 12 Penns Trail
Newtown, PA