Compass Wealth Management
Compass Wealth Management is a fee-only wealth management and investment advisory firm based in Atlanta, GA, catering to corporate executives, business owners, and retirees. They combine personalized attention with the extensive resources of a larger financial institution to deliver tailored financial planning and investment management services.
With a commitment to a proactive approach to financial planning, Compass Wealth Management emphasizes thorough initial assessments and regular updates to clients' financial strategies. As an SEC-registered investment advisor operating under a fiduciary standard, they focus on providing customized investment solutions without conflicts of interest or hidden fees.
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