Incompass Financial Email Format
Financial ServicesGeorgia, United States2-10 Employees
Incompass Financial is a financial services firm located in Alpharetta, Georgia, offering services tailored to individual financial planning. The firm describes its mission as partnering clients through life's milestones, aiming to align financial plans with personal goals and aspirations. Founded in 1996 as Vining Financial Services, Inc., it rebranded to Incompass Financial in 2020 after a strategic acquisition, and it emphasizes three guiding principles: integrated, invested, and involved. The engagement begins with a free initial consultation to assess fit and define the client's financial vision, followed by a discovery phase to craft a strategic plan. The plan serves as a roadmap and is implemented, monitored, and refined over time as circumstances change, reflecting a personalized and ongoing approach. Securities offerings are provided through Osaic Wealth, Inc., and advisory services are provided through Incompass Financial Partners, LLC; Osaic Wealth is separately owned.