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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 Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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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>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>Avoiding Cognitive Decline</p>

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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