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Compass Wealth Management is an independent, fee-only wealth management and investment advisory firm in Atlanta, GA that serves corporate executives, business owners, and retirees. The firm provides comprehensive financial planning and investment management, including retirement projections, tax strategy, estate planning, charitable giving, educational planning, and insurance and risk management, with highly customized portfolios and about $300 million in assets under management (as of Q1 2026). As a fiduciary, they do not sell commissions or proprietary products, and they combine boutique service with the resources of a larger institution, being SEC-registered and a member of NAPFA.
The market map · 5 of 100 labelled
Fee-Only Fiduciary Financial Planners →Where Compass Wealth Management ranks in AI
Excerpts where Compass Wealth Management appeared in the AI's answer
Compass Wealth Management, LLC — Atlanta-based, independent, fee-only and fiduciary
Excerpts where Compass Wealth Management appeared in the AI's answer
Compass Wealth Management — Fee-only fiduciary investment management with customized portfolios and ongoing financial planning.