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Financial Planning and Investment Management

Financial Planning and Investment Management

We specialize in helping you
"Chart Your Financial Future"

Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial planning and investment management services on a percent of Assets Under Management Fee.

Our approach to Financial Planning focuses on you and understanding your unique set of financial objectives. We then fashion a customized comprehensive financial plan and investment management strategy tailored to helping you achieve your specific goals.

As independent fee-only financial planners, we are not committed to any investment product or service and work exclusively for the benefit of our clients. In fact, as a Registered Investment Advisor, Compass Rose has a legal fiduciary obligation to act in each client’s best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to speaking with you about scheduling a complimentary consultation and getting acquainted with you to show you the financial benefits that can result from our Financial Planning services.

Our Services

The minimum asset requirement
is $250,000

You don’t need to be wealthy to benefit from Financial Planning or Investment Management. We have helped many people, just like you, maximize their investment assets.