Marsh McLennan Agency | Compass Financial Partners

www.compassfp.com

We love what we do. WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com. *Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.CompassFP.com Member SIPC www.sipc.org

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Reach decision makers at Marsh McLennan Agency | Compass Financial Partners

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We love what we do. WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com. *Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.CompassFP.com Member SIPC www.sipc.org

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Country

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State

North Carolina

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City (Headquarters)

Greensboro

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Employees

11-50

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Founded

2002

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Founding and Managing Partner at Compass Financial Partners , a Marsh Mclennan Agency Company

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Relationship Management

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Financial Wellness

    Email ****** @****.com
    Phone (***) ****-****

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Reach decision makers at Marsh McLennan Agency | Compass Financial Partners

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