Compass Financial, LLC was founded to provide clients with independent, personalized investment services. At Compass, your portfolio is structured to ensure it is in line with your objectives, your appetite for risk, and complements your existing assets. Each account is carefully managed by the founder of Compass, Scott Smith, who applies his advising experience and business knowledge to achieve financial success for each client.
Your personalized investment portfolio is individually managed and designed by Scott to position you for success.
With a variety of services, options are available for businesses and professionals looking to achieve their financial goals.
401K SELECTION & MANAGEMENT
Get the best performance out of your 401K
Evaluate if a pension is right for your business
CORPORATE INVESTMENT ACCOUNTS
Grow your profit and earn more interest
FOUNDATIONS & NON-PROFITS INVESTMENT ACCOUNTS
Do more with your donations
IRA & 401K
Choose the right retirement account for you
Optimize you tax savings with a SEP
Save smarter to maximize college savings
TRUST ACCOUNT MANAGEMENT
Insure your assets for your future
THE COMPASS APPROACH
BECOME A CLIENT
Contact Compass Financial, LLC today, and start your success story now. Scott will meet with you in person
to discuss the details of your individual needs and financial goals, before designing your personal investment
portfolio and charting your path to financial freedom