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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>How Retirement Spending Changes With Time</p>

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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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>Value vs. Growth Investing</p>

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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<p>Countdown to College</p>

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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