Company profile

Compass Financial Partners

Navigating Your Journey to Financial Freedom

Industry
Financial Services
Employees
33
Headquarters
Lake Forest, Illinois
Founded
1990
LinkedIn followers
543
Office locations
1

Compass Financial Partners company summary

Compass Financial Partners is a company in the Financial Services industry, headquartered in Lake Forest, Illinois, founded in 1990. On LinkedIn the company has around 33 employees and 543 followers. Its listed specialties include Private Client Services, Financial Planning, Wealth Management, Retirement Income Planning, Disability Income Planning.

What technology does Compass Financial Partners use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Compass Financial Partners

Co-founded by Private Wealth Advisors Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm located in downtown Lake Forest, IL. Our mission is to help successful families and businesses navigate their journey to financial freedom. We are proud members of Northwestern Mutual Private Client Group.

Specialties

Private Client ServicesFinancial PlanningWealth ManagementRetirement Income PlanningDisability Income PlanningInvestment StrategiesEmployee and Executive Benefits PlanningLife Insurance PlanningLong Term Care PlanningBusiness Succession PlanningBusiness Valuation PlanningEstate PlanningBusiness Risk ManagementTrust ServicesFee Based Financial PlanningQualified Plan BenchmarkingQualified Plan Design AssistanceQualified Plan Fiduciary EducationQualified Plan Employee Education

Where is Compass Financial Partners located?

Compass Financial Partners lists 1 location.

Lake Forest, Illinois, USHQ
272 E Deerpath Rd

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Frequently asked questions about Compass Financial Partners

What does Compass Financial Partners do?

Co-founded by Private Wealth Advisors Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm located in downtown Lake Forest, IL. Our mission is to help successful families and businesses navigate their journey to financial freedom. We are proud members of Northwestern Mutual Private Client Group.

How many employees does Compass Financial Partners have?

Compass Financial Partners has around 33 employees on LinkedIn.

Where is Compass Financial Partners headquartered?

Compass Financial Partners is headquartered in Lake Forest, Illinois.

When was Compass Financial Partners founded?

Compass Financial Partners was founded in 1990.

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