Compass Investment Advisors
Financial Services - Summerville, SC, US
Compass Investment Advisors Employees
Compass Investment Advisors Details
Compass Investment Advisors, LLC is a full-service financial consulting firm dedicated to helping our clients work towards the goal of building wealth and preserving their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. We specialize in providing financial planning, investment strategies, risk management strategies, college funding and retirement planning services for families, business executives, military and government personnel. Our approach to each client's situation consists of what we call the three Ps; Process, Perspective, and Purpose. This allows us to clearly guide you through your financial journey. Process - Our firm has a unique step by step process that we use to analyze your specific situation. Perspective - Our firm will give you an unbiased objective perspective on your situation. Purpose - Our firm will help you in clarifying the specific purpose for every dollar you have. Please call us if you have any questions about our firm, the range of financial products and services we provide or if you would like to schedule an initial consultation. Securities offered through LPL Financial, Member SIPC www.sipc.org Investment Advice offered through Compass Investment Advisors, LLC, a Registered Investment Advisor Compass Investment Advisors, LLC is a separate entity from LPL Financial The Dave Ramsey ELP Program is not affiliated with LPL Financial Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.myinvestingadvisor.com.
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