For every hope, there is a how-to. For every wish, there is a to-do list. For every dream, there is a design. Compass Financial Partners should know. As experts in institutional retirement plan consulting and individual wealth management, we specialize in helping people make their way to what matters most. Retirement well-being for your employees. A rock-solid financial foundation for your family. The confidence that comes with being prepared for whatever comes next.
We have an awesome responsibility, but an equally awesome opportunity. Our goal is to help our clients, both Plan Sponsors and their Participants, enjoy peace of mind. We help empower them to retire with dignity.
Our clients have ambitious aspirations for themselves, for their families and for their communities. Through strategic wealth management, we help enable our clients to achieve their biggest goals in this lifetime, and leave a legacy for generations to come.
KELLY AND STEVENSON NAMED TWO OF THE INDUSTRY'S TOP WOMEN RETIREMENT PLAN ADVISORS
Greensboro, NC: December 29, 2016 — Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC have been recognized by NAPA, the editorial arm of the National Association of Plan Advisors, as 2016 Top Woman Advisors for their significant contributions to the retirement plan industry.
CIO CHASE MANSFIELD QUOTED IN PLANADVISER
Greensboro, NC – October 13, 2016 – Compass Financial Partners’ new CIO Chas Mansfield was quoted in PLANADVISER on the necessity for retirement plan fiduciaries to use rigorous, independent methods and analytics when selecting investments for plan sponsor lineups. With the expanding universe of products, advisors face a growing challenge in matching plan sponsors with the most appropriate products. By better understanding the available options, as well as the demographics and behaviors of the plan and its participants, advisors like Compass Financial Partners are better able to serve retirement plans.
LaMURAGLIA EARNS CERTIFIED DIVORCE FINANCIAL ANALYST® DESIGNATION
Greensboro, NC October 2016 – Peter LaMuraglia, Wealth Advisor, at Compass Financial Partners in Greensboro, NC has achieved the Certified Divorce Financial Analyst (CDFA®) designation.
We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.