Compass Ion Advisors, LLC.
Compass Ion Advisors, LLC.
Financial Services
Invest in what matters
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    Do you worry about whether it will cause your family to flourish or fail in the long term?

    Ultimately, your financial resources should be protecting and promoting the things in life that matter most to you.

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    What desires are most important to you and your family?

    What accomplishments in life would give you the greatest satisfaction? What sort of impact do you want your life and your family to have?

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    Do your current financial decisions reflect your values and the vision you have for your life?

    If you make no changes in your life, will you achieve what matters most to you?

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    We continually monitor the landscape, from major economic trends to subtle differences in valuation or sectors, to anticipate and react to changing risk, as well as to recognize emerging opportunities in places most are too distracted to notice.

Our mission is to discover, plan and invest for what matters most in order to free individuals and families to lead lives of significance, and help institutions effectively support their mission.

Wealth Management Services

  • Financial planning for individuals and families
  • Endowment and Foundation Consulting
  • Investment strategy and portfolio management
  • Legacy planning

Quarterly Market Update | October 15, 2020

Investment Update

Looking Back on Q3 Equity markets had a strong Q3 as returns were buoyed by generally positive news. Earnings announcements early in the quarter came in well ahead of expectations. The job market recovered rapidly, and market participants received encouraging signs of progress from stimulus negotiations. Consumer spending, which accounts for 70% of US GDP,…

October 15, 2020
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Recent News
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    November 30, 2020
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    November 23, 2020
  • COVID Surge | Savings for Medicare Part B | Adjusted RMDs
    November 16, 2020
  • Values in Common | COVID-19 and Top Golf
    November 9, 2020
  • Faith in the Voting Public | Reminder of the Greater Strategy
    November 2, 2020

© Copyright 2008-2018 Compass Ion Advisors, LLC. All Rights Reserved

Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. | finra.org | Important Disclosures

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC

100 Enterprise Drive, Suite 504 | Rockaway, NJ 07866 | (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. | Privacy Policy | Form ADV 3, Customer Relationship Summary