WHY COMPASS?
  Core Values
 
  Atlanta Business Chronicle Article

 

So you're wanting to know ...
"Why Compass?"

Well, that's a good question. When Compass was founded in 1999, our goal was a simple one: we wanted to create a business that was better aligned to meet the needs of clients looking to establish lifetime financial partnerships. And it goes beyond the fiscal part ... we look to partner with clients wanting to live a more meaningful life ... clients willing to discuss and set realistic investment objectives ... even prepared for inevitable shifts in behavior to further long-term goals.

At Compass, we are committed to serving only a limited number of clients. This preserves our ability to effectively build and maintain relationships for a lifetime.  Now this is not the type of stuff you can get from insurance companies or large planning and investment management companies.

When asked "Why Compass?", we strive to hear a client answer, "Their unbiased, timely and integrated financial advice improves my life!"

 


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200 Galleria Pkwy, Ste 1950  •  Atlanta, GA 30339
Phone:  770-563-8895  •  Fax: 770-563-8885
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