Compass Named to P&I 2016 Top Consultants

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Greensboro, NC - Compass Financial Partners has been named to Pensions & Investments 2016 Top Consultants ranking in the Top 100. The Top Consultants is a listing of investment management consulting firms based on assets under advisement. P&I's consultant survey focuses on firms providing investment management consulting services. The assets under advisement are tracked for total clients worldwide, institutional clients and U.S. institutional, tax-exempt clients, as of June 30, 2016. Retainer and non-retainer clients may be counted in the AUA.

Kathleen Kelly, Founding and Managing Partner commented, “We regard this recognition from Pensions & Investments as an honor that demonstrates our leadership in the retirement plan industry, and are both proud and humbled that so many companies have selected to partner with us as their independent retirement plan consultant. We believe that this is a critical time for Americans in their quest to retire, many of whom need strong financial help and advice now more than ever before. It is a privilege and a responsibility for us as a firm, and as an industry, to provide that help."

About Pensions & Investments

With unmatched integrity and professionalism, Pensions & Investments consistently delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Since its founding in 1973, this continues to be the mission of Pensions & Investments, the international newspaper of money management. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money. For more information see

Compass Financial Partners

We love what we do. WE PAVE THE PATH TO THE FUTURE.

A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit

*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.