Compass Capital Management is a comprehensive investment consulting and retirement planning company located in Columbia, Tennessee. We provide financial advice and estate planning to individuals as well as employer plans for small businesses. We know that you have worked hard to get to where you are.
We are committed to serving you as a trusted partner, providing objective advice, personalized wealth management services, and a client experience distinguished by excellence. Integrity is the backbone of our business. We serve our clients, their families, and their businesses as fiduciaries in advisory relationships.
We are committed to serving you as a trusted partner, providing objective advice, personalized wealth management services, and a client experience distinguished by excellence. Integrity is the backbone of our business. We serve our clients, their families, and their businesses as fiduciaries in advisory relationships.
Services
Bradd Kimes is a financial planner and founder of Compass Capital Management. After graduating from Western Kentucky University in 1993, He began his professional career as a small business owner in the Nashville music industry. During his time in the music business, he worked with some of Nashville's most prestigious CPA firms and notable music artists.
The first step to a financial plan is to define what you're planning for. Is it to have a comfortable retirement, have enough to send a child to college or maybe to save up for something special? We will sit down together in a confidential meeting to discuss the details of your finances. This process may not be accomplished in one meeting but it is important that we continue to work together to get all the details to help build a solid plan.
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called "robo advisors, " often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
Your organization's 401(k) plan is an extremely important piece of your overall employee benefits package. The 401(k) marketplace has had many changes over the past several years. This means that there is a greater need for oversight, monitoring, and overall compliance. Our goal is to help improve the cost-effectiveness and performance of your retirement and savings offerings.
Reviews
Be the first to review Compass Capital Management.
Write a Review