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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, Owner & Founder

Ready for the next step? We offer a complimentary initial consultation to everyone.

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Our Financial Planners are Here for You

Over the last 22 years, we have helped clients in 28 different states.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Spring Clean Your Finances: 4 simple tasks to do right now

Spring Clean Your Finances: 4 simple tasks to do right now

Did you know Compass Advisors write blog posts each month? Check out our latest Compass Advisor-written blog post here.

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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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<p>A Cheat Sheet for Sending Your Kid to College</p>

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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