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!