• FOR WHAT MATTERS MOST, WE FIND THE WAY.

    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.

  • RETIREMENT PLAN
    CONSULTING

    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.

    INDIVIDUAL WEALTH
    MANAGEMENT

    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.

    • In the News

      Compass Financial Partners | MMA Winner of Pensions & Investments’ 2024 Eddy Awards

      Greensboro, NC – March 2024 – Compass Financial Partners | MMA, in collaboration with their retirement plan sponsor client, Polaris, has been recognized for achieving industry best practices in 2023 by winning the Eddy Award from Pensions & Investments (P&I) for the Financial Wellness Category.

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    • In the News

      Compass Financial Partners | MMA NAMED TO NAPA’S TOP DC ADVISOR TEAMS

      Greensboro, NC – Compass Financial Partners, a Marsh & McLennan Agency LLC Company has been named to the 2024 National Association of Plan Advisors’ (NAPA) Top DC Advisor Teams list.

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    • In the News

      KATHLEEN KELLY NAMED TO 2024 PLANADVISER TOP RETIREMENT PLAN ADVISERS

      Greensboro, NC – March 2024 – Compass Financial Partners, a Marsh & McLennan Agency LLC Company is pleased to announce that Kathleen Kelly has been named as one of the 2024 PLANADVISER Top Retirement Plan Advisers.

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    • In the News

      COMPASS FINANCIAL NAMED TO P&I TOP CONSULTANTS

      Compass Financial Partners has been named to Pensions & Investments 2022 Top Consultants ranking in the Top 100 at number 46.

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    • In the News

      BARRON’S RECOGNIZES COMPASS FINANCIAL PARTNERS AS A TOP INSTITUTIONAL CONSULTANT

      Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its eighth annual Top 100 Institutional Consultants list which features firms that are among the best in the nation in guiding institutional investing, including foundations, endowments, pension, and defined-contribution plans.

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    • In the News

      Compass Financial Partners named to 2023 PLANADVISER Top Retirement Plan Advisers

      Annually, PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top Retirement Plan Advisers distinction. The list includes advisers who are evaluated according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.

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  • 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.