Why Financial Compass

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! And don’t let the intimate, main street nature fool you … at our fingertips we have state of the art software, and the custodial and trading platform of financial services market leader Pershing, a BNY Mellon Company. Pershing has approximately 1.5 Trillion under management, and is the #1 clearing firm in the USA. For quick account opening and a near paperless expericence, I also offer accounts through Altruist as well. Contact me for details!

How it Works

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.

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