Financial Compass specializes in the long range planning and investment needs of near/early retirees who wish to delegate their investment managment to a seasoned, fiduciary partner. Clients with assets in the $1-5MM range will find an excellent value with our ongoing services. I am a fiduciary, and that means the client should always come first.
And while lots of financial firms talk that talk, as an independent, fee-only advisor, I actually walk the walk. As an independent firm, we answer only to our clients. As a fee-only firm, we have zero incentive to recommend solutions or products that are not exactly right for our clients. Let's make a plan and be confident in what you need to be secure and live the life you want to in retirement.
And while lots of financial firms talk that talk, as an independent, fee-only advisor, I actually walk the walk. As an independent firm, we answer only to our clients. As a fee-only firm, we have zero incentive to recommend solutions or products that are not exactly right for our clients. Let's make a plan and be confident in what you need to be secure and live the life you want to in retirement.
Services
Financial Compass is a fee-only financial planner with locations in South Jersey and Bucks County. As an advisor with a fiduciary commitment, my fees are transparent and my recommendations are unencumbered by commissions. If you are looking for a clearer path, and a partner to help you map your dream life and build the financial framework to support it, come in.
I live in Bucks County and enjoy being outdoors in all seasons. Horses are my passion. I am an avid reader- some favorite authors include Kingsolver, Petterson, Unger, and M Robinson. I value time spent serving the community. I had an early start, graduting high school at just 16. I am proud of the early days of my career, where I spent 10 years at General Electric, after the University of Massachusetts (BA, Economics).
Planning for income and long term growth are paramount to the success of a plan. Building a spending plan and structuring the portfolio to fulfill it are the primary concerns here. To do this, we must understand what your needs are, and monitor them to make sure your investement strategy stays connected with your financial plan.
Putting your needs first & achieving your goals is our #1 focus. As a fee-only fiduciary, I work for you, the client. Not a brokerage house, bank, or insurance company. Dedicated to understanding your unique goals and circumstances, I look out for your best interests. Portfolios and recommendations are unencumbered by the conflicts inherent in commission and fee based arrangements.
As a fee-only fiduciary, I work for you, the client. Not a brokerage house, bank, or insurance company. My promise to you is to always be transparent, and seek first to understand your unique goals and circumstances, and look out for your best interests.
We strive to educate, motivate and support you with clear and honest professional guidance to help you to make wise decisions in pursuit of your goals, allowing you to be organized and less stressed over managing your finances.Regular communication and a state of the art digital portal help to ensure you remain on the path to success.
We strive to educate, motivate and support you with clear and honest professional guidance to help you to make wise decisions in pursuit of your goals, allowing you to be organized and less stressed over managing your finances.Regular communication and a state of the art digital portal help to ensure you remain on the path to success.
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