• FOR WHAT MATTERS MOST, WE FIND THE WAY.

    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.

    • In the News

      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.

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    • In the News

      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.

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    • In the News

      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.

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  • THE WAY WE DO BUSINESS

    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.