How We Do It

Objective Advice. Progressive Plans

Personal Touch.


We are a metrics oriented company. We love to crunch numbers and analyze data. But it takes insight to turn data into actionable relevant strategies. And insight comes from experience.

Here's how we do it:

Bench Strength - We recognize that our clients expect and deserve our best thinking, our thought leadership, and a singular focus on serving them and their participants with a high level of responsiveness, quality and commitment...and our team fits that bill. As highly credentialed experts with a history of helping clients pursue success, we have earned the trust and respect of our clients, and have established ourselves as recognized thought leaders in the retirement plan industry.

Process-Oriented - Strong, well-documented processes are the cornerstone of fiduciary effectiveness. We have a meticulous and comprehensive process for everything we do, from conducting vendor assessments to our “boots on the ground” investment manager due diligence, all with the singular goal of yielding highly effective retirement plans. Not only does our consistency contribute to improved outcomes, but it also helps clients manage and mitigate corporate and personal risk.

Passionate - We got into this business because we believe that plan participants deserve to retire with dignity. Helping participants prepare for their future is a privilege to us. And it drives us to work harder and smarter every day.

Service-Focused - Yes, our team is exceptional. Yes, our tools are powerful. But what really defines Compass Financial Partners is the way we treat our clients. We believe that every question warrants a thorough, well-researched answer. Every phone call and email, a timely response. Our clients' needs come first. It's as simple as that.


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.