Important Consumer Disclosure
Compass Financial Management LLC (“Compass”) is a Registered Investment Advisor (RIA) with a principal place of business in the State of New Jersey. Compass is required and is registered in the States of New Jersey and New York. Compass and its representatives are in compliance with the current registration and notice filing requirements imposed upon RIAs by those states in which Compass’ clients reside. Compass may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption.
Use of this website is limited to the dissemination of general information regarding the investment advisory services offered by Compass to U.S. residents of those states where providing such information is not prohibited by applicable law. Accordingly, the publication of Compass’s website on the internet shall not be construed by any consumer as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment for compensation, over the internet. Nothing on this website shall be construed as the receipt of, or a substitute for, personalized investment advice. The information contained herein may not be suitable for everyone and may be derived from certain external sources that Compass believes to be reputable. Compass does not represent or guarantee the accuracy, timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third-party, whether linked to this website or incorporated herein. Any subsequent, direct communication with a prospective client shall be initiated by a representative of Compass whom is either registered or exempt from registration in the state in which the prospective client resides.
Detailed information pertaining to Compass’ qualifications, business operations, fees and service offerings can be found in Compass’ Disclosure Brochure as set forth on Part 2A of Form ADV. Additional information about Compass, as well as the current version of Compass’ Disclosure Brochure, is available on the SEC’s website at www.adviserinfo.sec.gov.