OH · Wooster

Fiduciary advisors in Wooster, OH

1 advisor with offices in Wooster. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Wooster

Compass Financial Strategies

Wooster, Ohio

Compass Financial Strategies is a financial planning firm based in Wooster, Ohio, operated by three advisors with combined experience spanning 68 years. The firm offers personalized financial planning services to individuals, families, couples, and business owners, with a stated emphasis on aligning financial strategies with clients' personal values and life aspirations. Services include comprehensive financial planning, business exit planning, college cost strategies, and ongoing plan management through a five-step process beginning with initial consultation and continuing with regular monitoring and adjustments.

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Financial advisors in Wooster, Ohio

Advisors serving Wooster specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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