Compass Financial Strategies

Ashland, Ohio

Call (844) 752-6448 Visit website →

About

Compass Financial Strategies, based in Ashland, Ohio, has offered financial planning services since 2010, when it initially operated as part of a broader insurance and financial services firm before separating to focus exclusively on financial planning around 2020. The firm serves individuals, families, and business owners with a planning process centered on understanding personal values and life aspirations before developing financial strategies, addressing areas such as retirement, education funding, business succession, and ongoing portfolio management. The team comprises three advisors with combined experience spanning 68 years and emphasizes a life-planning-first approach rather than purely technical financial optimization.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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