Compass Financial Partners | Marsh McLennan Agency Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Compass Financial Partners | Marsh McLennan Agency operates in the financial services sector, offering retirement plan consulting and fiduciary services. Based in Greensboro, North Carolina, the firm emphasizes a process-driven approach to helping employers design and manage retirement programs, leveraging an experienced team and partnerships within Marsh & McLennan Agency to extend its capabilities. The company serves employers seeking structured retirement plan programs and advisory support, positioning itself as a specialized resource within institutional retirement plan consulting and related investment advisory services. Since its acquisition by Marsh & McLennan Agency, Compass has contributed to a broader suite of retirement assets under advisement, sharing a history that includes recognition as a top retirement plan adviser and milestones in asset management. The organization operates as part of a nationwide network, with services delivered through MMA Securities LLC and related affiliates, and emphasizes compliance and professional guidance in a complex regulatory environment.

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