A photo of Compass Wealth Advisors

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
Team Intro

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.  

Two men and one woman smiling at the camera with a Thrivent sign behind them

Our team

Sara Meyer

Sara Meyer

CFP®, CAP®, FIC, CKA®, WMCP®

Wealth Advisor

Mark Scott

Mark Scott

FIC, RICP®

Financial Consultant

Michael Raymond

Michael Raymond

ChFC®, FIC, CEPA

Wealth Advisor

Our solutions

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Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Dedicated Planning Services

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

generosity

Generosity

From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy.

How we work with you

What to expect

We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.

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Our advice approach

Building your financial blueprint

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.

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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

Operating Hours:

M–F: 9 a.m.–5 p.m.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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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.

Thrivent membership benefits