Compass Wealth Advisors
Welcome to Compass Wealth Advisors, where we're dedicated to guiding you toward a future of financial clarity, confidence and purpose. Our team of experienced financial advisors believes in transparency above all else, and we’re dedicated to helping ensure you have a clear understanding of each step in your financial journey. Whether you're planning for retirement, saving for your child's education, or navigating complex investment decisions, we're here to provide the guidance you need to make informed choices with confidence.
Take control of your financial future today by embarking on your journey with Compass Wealth Advisors. Contact us now to schedule your personalized consultation and start building the foundation for a brighter tomorrow.
Welcome to Compass Wealth Advisors, where we're dedicated to guiding you toward a future of financial clarity, confidence and purpose. Our team of experienced financial advisors believes in transparency above all else, and we’re dedicated to helping ensure you have a clear understanding of each step in your financial journey. Whether you're planning for retirement, saving for your child's education, or navigating complex investment decisions, we're here to provide the guidance you need to make informed choices with confidence.
Take control of your financial future today by embarking on your journey with Compass Wealth Advisors. Contact us now to schedule your personalized consultation and start building the foundation for a brighter tomorrow.
Our story
Our goal is to empower clients and help them grow in financial security, so they have greater freedom to focus on their unique purpose in life. We do this by working hard to make sure our clients are heard, and their unique situations are fully understood. Then we seek to provide comprehensive, transparent and holistic financial advice.
Our solutions
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
Events
2024-09-09T04:00:00
Leadership Investments: Strategies for Success
How do you strategically invest your resources – time, money, materials, staff, and assets to fulfill your mission?
Don’t miss this presentation from pastor and leader, Craig Groeschel where he will unpack four common allocation mistakes and teach you invest your resources to accomplish your future goals and objectives.
Sign up today.
This OnDemand Workshop is available Monday, Sept 9 through Sunday, Sept 29
-----
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-01T04:00:00
Simple Safeguards
Malware.
Identity Theft.
Account Takeovers.
Social Networking Scams.
Tax Refund and Payment Fraud.
It seems there is a new scam in the headlines almost daily. Fraud is a serious topic and if you fall victim to it, it can have a serious impact in your life.
During this workshop, you will learn ways to protect yourself and your loved ones, how criminals try to trick us, steal our identities, and commit cyber fraud. Jeff will demonstrate the simple steps we can deploy to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.
This OnDemand Workshop is available Tuesday, October 1 through Thursday, October 31
-----
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-01T04:00:00
The 5 Languages of Appreciation in the Workplace
Do you want to learn how to improve workplace relationships? Join Thrivent along with Dr. Gary Chapman where he will teach you to effectively communicate authentic appreciation and encouragement to employees, co-workers, and leaders. Learn tools to improve staff morale, create a more positive workplace and increase staff engagement.
Sign up today.
This OnDemand Workshop is available Tuesday, Oct 1 through Thursday, Oct 31
-----
No products will be sold. Dr. Gary Chapman is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
News and insights
Office information
Toll Free:
877-958-6603Phone:
877-958-6603Fax:
877-206-1759Email:
CompassWealthAdvisors@Thrivent.comOperating Hours:
M–F: 9 a.m.–5 p.m. Directions located on Additional information page
Operating Hours:
M–F: 9 a.m.–5 p.m.
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
