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.
COMPASS FINANCIAL PARTNERS NAMED TO 2016 PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS
Greensboro, NC - February 2016 – Compass Financial Partners is pleased to announce it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.
KELLY PARTICIPATES IN LEADERSHIP BOOT CAMP FOR INVESTMENT STEWARDS
Greensboro - November 2014. Kathleen Kelly has recently completed an intensive leadership development program at West Point, New York. The Leadership Boot Camp for Investment Stewards, which is conducted by 3ethos and The Thayer Leader Development Group, is only offered to elite professionals in the financial services industry. The curriculum is based on the recently released book, LeaderMetrics®: What Key Decision-makers Need to Know
KATHLEEN KELLY FEATURED IN PLANSPONSOR MAGAZINE ARTICLE "20 QUESTIONS: #2 -HOW ARE YOUR PLAN PARTICIPANTS FAIRING?"
It does not have to be challenging for plan sponsors to answer the question: “How are your plan participants faring?” says Tom Kmak, CEO and co-founder of Fiduciary Benchmarks a benchmark provider service in Scottsdale, Arizona.
Kmak’s firm focuses solely on delivering benchmarking services to retirement plan sponsors
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.