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Home | Compass Financial Group Compass Financial Group is an independent wealth management, financial planning, and investment advisory firm located in Deerfield Beach, FL Compass was founded in 1961 and specializes in integrated financial advice for our high net worth clients
Our Services - Compass Financial Group Compass is dedicated to the total economic wealth of investors We use a flexible, but disciplined approach using institutional quality research to work toward achieving maximum returns consistent with your tolerance for risk
About Us - Compass Financial Group Compass Financial Group, Inc is an independent wealth management, financial planning and investment advisory firm located in Deerfield Beach, FL Compass was founded in 1961 and specializes in integrated financial advice for our high net worth clients
Our Services | Compass Financial Group Our Services There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated Informed decisions about the products in any portfolio are best made after an assessment of individual needs
Our Principals - Compass Financial Group Blair C Shein is a Chartered Financial Analyst ® (CFA ®) and Certified Financial Planner™ (CFP ®) professional and is the President of Compass Financial Group, Inc Blair has been named in the Forbes 2018 - 2020 2022 - 2024 rankings of Best-In-State Wealth Advisors
Legal | Compass Financial Group Compass Financial Group, Inc is an SEC registered investment advisory firm located in Deerfield Beach, Florida The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements
Important Disclosures | Compass Financial Group Compass Financial Group, Inc is an SEC registered investment advisory firm located in Deerfield Beach, Florida The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements
Our Team | Compass Financial Group Blair C Shein is a Chartered Financial Analyst ® (CFA ®) and Certified Financial Planner™ (CFP ®) professional and is the Vice President of Compass Financial Group, Inc Blair has been named in the Forbes 2019 and 2018 rankings of Best-In-State Wealth Advisors
Who We Serve | Compass Financial Group Working together, we can examine college investment options to build a customized portfolio that takes into consideration your financial goals, risk tolerance and timeline
Blair C. Shein - Compass Financial Group Blair C Shein is a Chartered Financial Analyst ® (CFA ®) and Certified Financial Planner™ (CFP ®) professional and is the Vice President of Compass Financial Group, Inc Blair has been named in the Forbes 2019 and 2018 rankings of Best-In-State Wealth Advisors