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Welcome to Compass Financial Services

“At Compass Financial Services, we create a safe place for our clients as we walk alongside them, carving out a path towards their own goals and dreams.”

– Kurt Pearson, Founder

A safe place to talk about money.

We start with listening. Then we help you understand your options in plain language, so you can take the next step with confidence—at your pace.

  • 26+ years serving clients
  • Helping clients in 25 different states
  • CERTIFIED FINANCIAL PLANNER® professionals

What Brings You Here Today?

Choose what fits best and we’ll point you to the right place.

This is Hidden

I’m looking for financial planning

Hourly planning sessions built around your goals.

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I want help managing investments

Build a strategy that fits your timeline and comfort with risk.

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I need insurance guidance

Explore coverage options that help protect what matters most.

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I’m planning for retirement

Create an income plan for the next chapter.

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I’m saving for college / education

Start planning now so decisions feel less stressful later.

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I’m not sure — I just want to talk it through

Ask a question and we’ll start where you are.

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Learn With Us: Events + Replays

We host sessions on budgeting, investing, retirement, and other real-life financial decisions. Our goal is to educate you and have you leaving with clear takeaways and answers to your questions.

Events

Popular Financial Resources

Sometimes it helps to read something before you reach out. These are a few of our most‑visited topics—pick what’s been on your mind lately.

Financial Planning

Investment Management

Retirement Planning

College Planning

Stay Connected

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