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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.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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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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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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