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Compass Wealth Management

Financial Services
+1 678-619-2364
3340 Peachtree Rd NE, Atlanta, Georgia, United States, 30326-1023, Atlanta, Georgia
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About Compass Wealth Management

Compass Wealth Management is an independent, fee-only investment advisory firm based in Atlanta, Georgia, established in 2011. They offer financial planning and investment management services, focusing on corporate executives, business owners, and retirees. Their approach emphasizes thorough initial planning with regular updates. The firm's unique selling proposition is providing personalized boutique service combined with robust resources, allowing for highly customized investment solutions. Their team includes certified professionals like CFPs and CIMAs, ensuring expertise in investment and financial planning.

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