Affiliations with LPL

Our people. our process.

Our Passion.

JOINING TOGETHER TO SERVE YOU BETTER.

Compass Financial Partners believes that our clients' goals come first. It's a belief shared by our broker/dealer, LPL Financial, the largest independent broker/dealer in the nation*. For more than four decades, LPL Financial has helped financial advisors reduce the complexity of running a financial services practice by providing services and tools that enhance the depth and breadth of their resources.

RETIREMENT PLAN CONSULTING RESOURCES

Through our partnership with LPL Financial, Compass Financial can offer clients the strength and resources of the nation's largest affiliation of top-ranked retirement plan advisors. As of January 2017, these resources include:

  • 45,758 retirement plans with 3 million participants and $127.3 billion in total retirement plan assets under managemen
  • 80 home office employees dedicated to Retirement Partners
  • Special resources for institutional clients:
    • Research Expertise – Insightful reports on the global economy and capital markets
    • Portfolio Manager Due Diligence – Regular analysis of thousands of investment options
  • The expertise and insight of nearly 40 LPL Financial Investment Strategists, Research Analysts and Analytics Specialists

INDIVIDUAL WEALTH MANAGEMENT RESOURCES

LPL Financial provides state-of-the-art tools and services to facilitate individual wealth management and afford Compass Financial Partners and our clients with superb control and insight throughout the planning process. These tools include:

  • WealthVision technology for easy account access
  • Objective independent research teams
  • Comprehensive account management tools and operations support
  • Expert support and continuous education for advisors

Partnership with LPL Financial enables Compass Financial Partners to focus on what we do best: helping our clients to achieve their critical objectives  with the goal to maintain enduring success.

For more information about LPL Financial, visit www.lpl.com.

As reported in Financial Planning magazine 1996-2016, based on total revenues.

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.