Compass Capital Management, LLC Email Format

Financial ServicesOklahoma, United States2-10 Employees

Compass Capital Management, LLC is an independent registered investment adviser and financial planning firm focused on retirement planning and distribution strategies. It serves retirees and those nearing retirement with personalized service delivered by a team that includes CPAs and CFP registrants. Its approach is built on independent advice tailored to each client and a planning framework they describe as LifePlan that emphasizes ongoing education and regular communication. Tax planning, risk management, estate planning, college funding and investment management are coordinated into a single plan under one personal advisor.

Based in McAlester, Oklahoma, the firm operates as a small financial services practice serving individual clients seeking retirement guidance and coordinated planning. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer; Cambridge and Compass Capital Management, LLC are not affiliated. In February 2025, the firm announced the appointment of Phil Stern as president.

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