Compass Financial Partners

Financial Services - Vernon Hills, IL, US

Compass Financial Partners Employees
Jim McPartland

Financial Strategy Specialist*

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Lexi Poundstone

Financial Services Coordinator

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Timothy Cfp

Co-Owner and Partner, Wealth Management Advisor

Contact Timothy Cfp

Tim Swanson

Chief Investment Officer

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Lori Evans

Director Of Human Resources and Integration

Contact Lori Evans

Zach Hull

Senior Director, Institutional Retirement Plan Consulting

Contact Zach Hull

Kim Sochaski

Executive Assistant

Contact Kim Sochaski

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Compass Financial Partners Senior Management
Timothy Cfp

Co-Owner and Partner, Wealth Management Advisor

Contact Timothy Cfp

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Compass Financial Partners Details

Led by Founder and CEO, Joe Guin, Compass Financial Partners is a boutique wealth management firm focused on guiding discerning clients with their sophisticated financial planning and generational wealth needs. Each client receives a unique and personalized financial plan built on their individual core values, personal beliefs, financial behaviors and vision for the future.Perhaps that means creating financial independence for you and your family. Or, leaving a life-long legacy for your grandchildren. Maybe, it's endowing a philanthropy to create lasting change for years to come. Whatever your financial goals and dreams, we'll help bring your vision to life. That's our mission.

Compass Financial Partners logo, Compass Financial Partners contact details
Website: compass-fp.com
Employees: 5 - 9
HQ: N/A
Location: Vernon Hills, IL, US
Revenue: Not Available
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