Take the First Step Toward a Financially Secure Future.

Navigating the critical areas of investment services towards financial security can be intimidating, especially if you’ve never done it before. It’s easy to get lost in the aggressive world of investments. It’s easy to lose sight of the horizon. The price for making mistakes can be high.

Let us, at Compass Financial Management, help you by taking the helm. No matter what your stage in life, or what the specific purpose of your investments is, it’s important to know you’re heading in the right direction. We can lay the course for your journey to financial independence. We can provide clarity and direction in the increasingly complex financial landscape.

You don’t have to go it alone.

Free Financial Consultation

Complete the form to submit a request for a complimentary financial consultation.

Our Services


We are an independent Registered Investment Advisory, not beheld to shareholders looking to beat next quarter’s earnings; we serve our clients...period.

Learn More

Contact Us

Michael Markowski, Advisor & Partner
Mobile: (941) 799-1270
Office: (941) 828-1396
EMAIL: mike@minvest.com

Matthew Markowski, CFP®
Mobile: (813) 831-5168
Office: (813) 597-6400
EMAIL: matt@minvest.com

Joshua Markowski, ChFC®
Mobile: (941) 228-2840
Office: (941) 487-7732
EMAIL: josh@minvest.com

Steven Walstad, Advisor
Mobile: (763) 464-6665
Office: (952) 893-3445
EMAIL: steve@iiainc1.com