Compass Capital Management LLC
Financial ServicesLouisiana, United States11-50 Employees
Compass Capital Management is an independent, fiduciary financial planning firm offering an experienced, team-oriented approach and a CFP® perspective as we help clients navigate toward the future they've envisioned. At the heart of our service is a responsive team of advisors whom you can trust to listen and implement a plan to get you to the future you desire. We know that no one can be an expert on everything, so we take a team approach that gives you access to over 250 years of combined experience, even though you’ll only work with one advisor. Unlike firms tied to specific companies, we have the independence to find the best solutions for your unique needs and the freedom to implement the latest technology. Beyond just asset management, we use this technology and our experience to help you navigate the multi-faceted complexities of your financial ambitions. Education is central to our process because we want to ensure that clients have a plan and understand how to turn their goals into tangible realities. With Compass Capital Management, your financial future is not just a destination; it's a well-charted, personalized journey toward your goals. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Compass Capital Management is independently owned & operated. Individuals affiliated with Cetera Wealth Services, LLC, are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
1-888-653-2347 
support@leadiq.com 
