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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.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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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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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Debt Stress

Debt Stress

There’s a link between debt and stress.
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