Compass Financial Group is a locally owned family business. We are also an independent Registered Investment Adviser (RIA). This means we can hand-pick the best products and investments for your financial needs. We are not locked into proprietary products and have no loyalty to anyone other than our clients.
Compass Financial Group has been doing business in the Sioux Falls area for over 35 years. As Financial Advisers, John, Jesse, Jasen, and Caleb are able to help you with your financial needs. John, Jesse, and Jasen are all Certified Financial Planner certificants and Jasen and Jesse Haller are both Dave Ramsey SmartVestor Pros.
Compass Financial Group has been doing business in the Sioux Falls area for over 35 years. As Financial Advisers, John, Jesse, Jasen, and Caleb are able to help you with your financial needs. John, Jesse, and Jasen are all Certified Financial Planner certificants and Jasen and Jesse Haller are both Dave Ramsey SmartVestor Pros.
Services
A Registered Investment Adviser (RIA) is an individual or firm who is registered with either the Securities and Exchange Commission (SEC) or state securities authorities and who provides advice and offers analyses on investments based on a client's individual needs. Being independent means that the individual or firm does not have ties to any one specific company, but instead is directed by its advisers and their clients needs.
Compass Financial Group, INC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed.
Look for a guaranteed level product from a carrier with strong financial ratings. Conversion is another area we look into. Conversion gives you the ability to convert your Term Life insurance into a permanent policy. More and more companies are removing benefits you would expect to have to lower cost.
We advise on many types of investments. A general list includes Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, Individual Brokerage Accounts, Joint Accounts, 529 Plans, Coverdell ESA, and UTMA / UGMA accounts to name a few. Compass Financial is an Independent RIA. This gives us access to over 30,000 mutual funds and ETF's from companies like Vanguard, T Rowe Price, American Funds, and many many more.
We help you understand what type of plan meets your goals. There are many types of retirement plans each one a little different than the other. From complex 401(k)s to Simple IRAs with minimal paperwork and expenses. We can help you understand the differences and which one best fits for your company and its employees.
Reviews (3)
Jeff Alvey
Jul 04, 2021
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Positive: Professionalism
I had a unique situation with a tax client regarding an inheritance. Jesse was particularly persistent and a strong advocate for his client in getting the K-1 amended. The effect was a substantial tax savings to my client. Kudos to Jesse - I can't say enough good about him and Compass Financial - Jeff Alvey - Fair Tax Inc
I had a unique situation with a tax client regarding an inheritance. Jesse was particularly persistent and a strong advocate for his client in getting the K-1 amended. The effect was a substantial tax savings to my client. Kudos to Jesse - I can't say enough good about him and Compass Financial - Jeff Alvey - Fair Tax Inc
Mark V.
Jul 06, 2020
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Chad Berg
Jul 18, 2018
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My wife and I have met with Jesse at Compass Financial Group a couple times. We could not be more satisfied. He does a great job at explaining everything and does not push us on anything. His advice is rooted in solid wealth building principals. Jesse and the staff at Compass make my wife and me feel like we are their only client. I look forward to building my families stability and wealth with the help of Compass Financial Group.
