Live freely

No two destinations for financial freedom are the same, so the path to getting there shouldn’t be. This is why we don’t offer financial plans that are one-size-fits-all but ones that fit our clients’ individual needs. With the right plan, you can feel confident that your investments will move in the right direction towards your goals.

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Where should we start?

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Future proofing

I’m a lifelong worker who knows that good things take time, but want to ensure my family is set up for success.

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Build wealth to reach our goals

I want to make our wealth work as hard for us as we did to earn it.

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Retirement and beyond

I want to have a retirement plan in place for both me and my business, so when the time comes to exit, I'm prepared.

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Entrepreneurial support

As an entrepreneur, I'm taking on many different kinds of risk, including those that are planned and unplanned.

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Retirement plan consulting

I’m a business owner that wants to find a retirement plan that works best for my startup or company.

Retirement Plan Consulting

Our goal is getting you closer to yours

Compass Ion was founded on the belief that clients’ interest should be first. As fiduciaries, we don’t push our own products and our compensation is not commission based. That means we remain neutral in finding the perfect investments for you. All to say, ensuring you are satisfied and served is our primary incentive.

A guide for good

Since the beginning, giving back has been at our core. Which is why each year we donate 20% of our net income to those who need it most.

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Meet our advisors

As financial advisors, your best interest is always our priority. Through cutting edge technology, we create customized solutions to help fit each and every one of your complex financial needs and help shift your plan as changes in your life arise.

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Let us help you find your financial direction.

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