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.
KELLY AND STEVENSON NAMED TWO OF THE FINANCIAL INDUSTRY’S TOP WOMEN RETIREMENT PLAN ADVISORS
Greensboro, NC. – Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC, have been recognized as 2018 Top Women Advisors by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).
COMPASS FINANCIAL NAMED TO THE 2018 FINANCIAL TIMES 401 TOP RETIREMENT PLAN ADVISORS
Greensboro, NC – October 2018 – Compass Financial Partners in Greensboro, North Carolina is pleased to announce that Managing Partner Kathleen Kelly has been named to the 2018 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 plan across the US.
BARRON’S MAGAZINE NAMES COMPASS FINANCIAL PARTNERS AMONG BEST IN ITS INDUSTRY
Greensboro, NC – May 2018 – Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its fourth annual Top 50 Institutional Consultants list that are among the best in the nation in guiding institutional investing, including foundations, endowments, pensions and defined-contribution plans. Compass Financial Partners, is supported by LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
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.