Why Choose Us
Financial Compass is a fee-only financial planner with locations in South Jersey and Bucks County. 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, we provide highly customized and personal care to our clients, who are never just an account number! And don’t let our 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.