Welcome to North Compass Financial Advisors LLC

The compass is valuable to the traveler because it offers guidance and a reference that can be counted on for direction. We seek to provide financial guidance that can be depended on as well.

Helping our clients stay on a steady financial course lies behind our motto "Providing direction to your Future". Each of us may define "financial independence" or "financial security" differently. However, you will only achieve it by a financial planning process that informs your decision making.

We can assist you, your family, or your business make informed decisions through the personal services, programs, and relationships we offer at North Compass Financial Advisors.

We hope that you find the site valuable enough to bookmark it as one of your favorites. We advise that you take advantage of the many features that we provide such as the "Tell a Friend" option. We hope that the site will further your awareness of how our business works and the services we provide.

You can obtain current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, and send us any messages and or questions. Here you can stay up-to-date on relevant financial topics through our On-line Newsletter. Thanks for being here! We appreciate your visit.

To find the office nearest you, click "Our Locations" on the Menu Bar at the top of the page!

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Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our new account form and we will contact you shortly.

Investments

  • 529 Plans
  • Mutual Funds
  • Variable Annuities
  • Fixed Rate Annuities

Insurance

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long-Term Care Insurance