Financial Advisors
Atlanta, GA
Compass Wealth Management is an independent, fee-only wealth management and investment advisory firm in Atlanta serving corporate executives, business owners, and retirees. They provide comprehensive financial planning with regular updates and customized investment management for approximately $300 million in assets under management. As SEC-registered fiduciaries, they operate without commissions or conflicts of interest, combining boutique personalized service with institutional resources.
Ideal for: Corporate executives, Business owners, Retirees, High-net-worth individuals seeking fiduciary wealth management
Service area: Atlanta, Georgia and surrounding areas
Fee-Only Fiduciary Model: As an SEC-registered investment advisor operating fee-only with no commissions, they are legally bound to act in clients' best interests with full transparency and no hidden fees or conflicts of interest.
Customized Investment Solutions: With $300 million in assets under management, they leverage institutional investment company relationships while maintaining the flexibility to customize strategies on an account-by-account basis, including legacy holdings and tax optimization.
Proactive Financial Planning: Rather than reactive planning, they conduct thorough initial exploration of all financial aspects and maintain a defined schedule for regular plan updates to keep strategies aligned with changing circumstances.
Address: 115 Perimeter Center Pl, Atlanta, GA 30346
Phone: (678) 619-2364
Website: compasswm.net
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