Compass Financial is an independent financial advisory group that has been screened and vetted by the Ramsey Solutions team members to become SmartVestor Pros. We have clients throughout the country, no account minimums, and can guide you through the financial landscape - guidance that meets you where you are and helps you meet your goals!
Compass Financial Advisors, LLC has been guiding clients through the financial landscape since 2003. Our priority is to educate you, with the heart of a teacher, so you can have confidence in the plan we put together for you. Our goal is to be someone you can feel comfortable talking with and someone you can trust.
Compass Financial Advisors, LLC has been guiding clients through the financial landscape since 2003. Our priority is to educate you, with the heart of a teacher, so you can have confidence in the plan we put together for you. Our goal is to be someone you can feel comfortable talking with and someone you can trust.
Services
A custodian is a financial institution that holds customers' securities for safekeeping to minimize the risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms.
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