Set your course
Compass Wealth Management Group
321-722-5438
800-456-6770
855-728-5637
6905 N. Wickham Road
Suite 200
Melbourne, FL 32940
“Our clients know we always put their best interests first. The trust, service and integrity we bring has helped us build long-term relationships that span generations.”
— Compass Wealth Management Group
As a family practice, we are singularly dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. Our years of experience are supported by the industry designations we’ve earned: Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC®). Together, we provide a diverse clientele with comprehensive financial planning and personalized wealth management.
We offer you and your family a highly collaborative approach for making thoughtful, informed decisions about your personal and business objectives. We specialize in virtually every aspect of wealth management, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning. Because of our holistic perspective, disciplined process and a commitment to each generation, we are trusted by families to deal with their most sensitive financial issues. How can we help you set the course for reaching your goals?
Financial Planning
Navigating every aspect of your financial world
Our goals-based approach is comprehensive: We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. Then we track your plan's progress, communicate regularly and make adjustments for life changes and economic conditions. The result is a collaborative, disciplined process that tackles your most complex financial needs.
Investment management
Building a strategy based on your priorities
The foundation of our investment strategy comes from the expertise of both internal and external sources, combined in an integrated and systematic process. When you work with us as a client, we help ensure you are prepared for opportunities and protected in times of market turbulence. Appropriate asset allocation and risk management are tailored to your unique situation. The result is a complete understanding of your priorities that helps us provide tangible results.
Proactive service
Simplifying your financial life
Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service. Count on us for regular communication, addressing such topics as tax optimization, risk management and asset allocation strategies.
Business owners
Understanding what matters most to you
We work with a select number of private business owners who value our ability to speak knowledgeably about their specific professional objectives. We address the full cycle of business needs, from equity compensation plans to the complexities of selling your business.
Todd Starkey has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
Our perspectives
Insights