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Our Services

At Compass Advisors, we provide assistance in the following areas:

Financial Services

Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, preserve and manage wealth over time. 

Investment Management

Our goal is to help you preserve what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you.

Retirement Planning

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets.

Tax Strategies

Our team of experienced professionals can help coordinate the various aspects of your financial plan that seek to maximize tax-efficient strategies in line with working toward your overall financial goals.


Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of wealth planning.

Estate Planning

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs.

Education Planning

Whether you're paying tuition costs now or saving for a future goal, it's important to determine if your education strategy is compatible with achieving your retirement income and related financial objectives.

Trust Services*

The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors.

Please use the form below if you would like more information.

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*Fee-based accounts and money management are offered through LPL Financial.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.