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.
Kathleen Kelly Appointed to WSSU Board of Trustees
Greensboro, NC. – The University of North Carolina Board of Governors has appointed Kathleen Kelly as a member to the Winston-Salem State University Board of Trustees. The WSSU Board of Trustees serves as advisor to the Board of Governors on matters pertaining to WSSU and also serves as advisor to the Chancellor concerning the management and development of the institution. It is comprised of 13 members with eight members elected by the UNC Board of Governors and four appointed by the governor. The Student Government Association president serves an ex officio member.
Named to the 2017 Financial Times 401 Top Retirement Plan Advisers
Greensboro, NC – October 2017 – Compass Financial Partners in Greensboro, North Carolina is pleased to announce that Managing Partner Kathleen Kelly has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
Compass Financial Partners Named to NAPA’s Inaugural Top DC Advisor Firms
Greensboro, NC – September 2017 – Compass Financial Partners in Greensboro, North Carolina has been named to the National Association of Plan Advisors (NAPA) inaugural Top DC Advisor Firms list. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.
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.