Our story

Sara started working for Thrivent in 2013 and established her business in Central Florida. She has always enjoyed working collaboratively with other financial advisors, so when the opportunity came along to partner with Mark and Michael in 2021, it felt like a natural next step.  

Mark and Michael were friends for many years before joining Thrivent. Mark joined the organization in 2016 and recruited Michael to work with him soon after. Together, they established a practice in Western North Carolina. Sara, Mark and Michael eventually connected through a shared support person, Misty, and soon after, Compass Wealth Advisors was born.  

Misty is still with us, and Compass Wealth Advisors has since grown from a team of four to a team of 10. Our expanding practice enables us to leverage our individual strengths and experience to help a wide variety of clients with their financial needs. And since we have multiple locations, we can serve an even broader base of clients and communities. We also enjoy mentoring new Thrivent financial advisors and building relationships with churches and nonprofits in the communities we serve.  

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.  

Compass Wealth Advisors’ diverse team is equipped to meet clients at any stage of their financial journey. Whether you’re just starting out, growing your family, nearing retirement or enjoying your golden years, we’re here to help you thrive now and in the future. Give us a call to get started.