Financial Compass is a fee-only financial planning firm with locations in South Jersey and Pennsylvania. As an advisor with a fiduciary commitment, my fees are transparent and my recommendations are unencumbered by commissions. If you are looking for a clearer path, and a partner to help you map your dream life and build the financial framework to support it, come in. Bring your statements and let’s take a look together!

As a boutique advisory, I provide highly customized and personal care to my clients, who are never just an account number!

We start with a financial plan which generally carries a flat fee, based on complexity. This plan will help us determine how your investments should be structured to support your lifestyle, and gives us a good chance to get to know one another. We then will transistion into asset management and ongoing planning, and fees are billed as a percentage of investable assets, on a quarterly basis in arrears. There is a minimum annual fee for service, and clients with assets in the $1-5mm range will find the best value.