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.
Contact Details:
- Winter Park Office, Sara Meyer: 407-890-1399
- Asheville Office, Michael Raymond: 877-958-6603
- Asheville Office, Mark Scott: 828-376-8901
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.
Contact Details:
- Winter Park Office, Sara Meyer: 407-890-1399
- Asheville Office, Michael Raymond: 877-958-6603
- Asheville Office, Mark Scott: 828-376-8901
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.
News and insights
How do taxes on Social Security work?
Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
Office information
Operating Hours:
M–F: 9 a.m.–5 p.m. Directions located on Additional information page
Please contact us directly using these phone numbers:
Asheville Office, Michael Raymond: 877-958-6603
Asheville Office, Mark Scott: 828-376-8901
Phone:
407-890-1399Operating 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.
