Your Financial GPS

Guiding You to Financial Freedom

Navigation for Your Financial Journey

At Compass Investment Management, we understand how overwhelming it can be to navigate your investments and plan for the retirement you envision. We offer seasoned guidance and easy-to-understand advice to help feel secure about your financial future.

Pointing You in the Right Direction

Our steadfast service, support, and sound strategies are driven by you and your personal objectives. We are ready to meet you where you are on your financial journey and help make your vision possible.

Pointing You in the Right Direction

Our steadfast service, support, and sound strategies are driven by you and your personal objectives. We are ready to meet you where you are on your financial journey and help make your vision possible.

Investment Management

Investment Management

Evaluate, construct, and monitor your portfolio to maximize returns while taking appropriate risk.

Retirement Income Planning

Retirement Income Planning

Work toward a clear retirement income plan for spending and saving.

Tax Planning

Tax Planning

Minimize the tax burdens you face now and in the future.

Rely on Your Financial Compass

Rely on Your Financial Compass

We act as a financial compass, giving you direction for your financial plans. Tell us where you want to go, and the Compass Investment Management team will help get you there with confidence.


Create Confidence

We take the guesswork out of your investment planning and build confidence in funding both your short- and long-term goals. We help you coordinate all aspects of your investment planning, including retirement, income and estate planning, insurance protection, survivor benefits, and more.

Our Process

Income Planning

Our History

Survivor Benefits

Our Process

Insurance Protection

Our History

Estate Planning

Our Process

Health Care Coverage

Our History


Plot Your Course With Sound Guidance

Plot Your Course With Sound Guidance

As your knowledgeable guide, we seek to ensure you never get lost on your financial journey.

Helping You
Make It Possible

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