Atlanta, GA Financial Advisors | Compass Financial Advisors

Finding your true direction

Compass Financial Advisors is a team of 11 experienced financial professionals devoted to assisting wealthy families in managing the entirety of their financial worlds. Each senior advisor on our team has more than 30 years of experience in varying market environments. Our highly credentialed team includes the following certifications:

Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor^SM (CRPC®)
Chartered Investment Management Analyst® (CIMA®)
UBS Wealth Advisor

Our clients include business owners, entrepreneurs and successful professionals. Because of the depth of our team and breadth of resources, we can offer services that range from helping you exit your business to addressing complex, multigenerational wealth preservation issues. Backed by the global insights and thought capital of UBS, one of the largest wealth managers, we will provide you and your family with ongoing support to ensure that all aspects of your financial life are working together.

Compass Financial Advisors

678-441-1068
678-441-1014

855-456-9248

600 Northpark Town Center
1200 Abernathy Rd Suite 1850
Atlanta, GA 30328

It never hurts to get a second opinion

Our complimentary Second Opinion Service can help you or someone you care about recognize the value of a comprehensive wealth management approach.

Planning for informed decisions

Using our detailed approach to financial planning, we’ll help you define and map the near and long-term goals you envision for yourself and your family. The strategic plan we create together assists you in making smart decisions about preserving and growing your capital.

Our initial conversations with you focus on where your life stands now and where you would like it to go.

What are your current assets and liabilities?
Do you have an estate planning strategy?
How much will you need per year during the course of a 30-year retirement?
Do you have a succession plan for your business?

The discovery and analysis process our team engages in will integrate your needs, goals and concerns with an investment strategy intended to help you reach the future you’ve envisioned for you and your family.

Liquidity. Longevity. Legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

All investments involve the risk of loss, including the risk of loss of the entire investment.

Learn more

Financial Goal Analysis

Your unique investment needs

We build customized portfolios from a broad array of investments. We emphasize risk management and diversification, with the goal of preserving and growing your capital in line with your plan objectives.

Our decades of experience help us structure a portfolio designed to meet the outcomes we’ve targeted in your plan. Your asset allocation is based on sound data and market analysis, with careful consideration to cost efficiencies and tax mitigation. And we understand that, for many wealthy families, capital preservation and steady income generation, over time, are just as important as asset growth.

Our team, working together for you

Our collective decades of experience and the wide variety of credentials our team members possess mean we can bring insights and advocacy to bear on almost any challenge you and your family face.

Our clients come to us for advice on almost everything. For example:

We fully understand the emotional as well as financial aspects of retirement planning.
Our team helps business clients sell their businesses and plan for life afterwards.
Corporate executives seek our assistance with equity compensation plans and buyouts.
Many clients want us there at meetings with their estate lawyer and tax accountant, because our deep knowledge of their families adds value to their discussions.
Insurance used for legacy and income preservation purposes can be an overlooked tool.
We believe in helping you make the greatest impact with your charitable giving, while potentially providing relief from taxes.
As a multigenerational team, we understand the needs of clients who are just beginning asset accumulation as well as those who are seeking to transfer wealth to the next generation.

We consider ourselves your “financial quarterbacks,” anticipating problems and finding solutions, no matter what challenges you may face.