For Advisors
Joining the Compass family means just that. We support each other, protect each other, and grow together. Experience the freedom and fulfillment of continuing to grow your practice, ensuring your clients are taken care of, and protecting your family with a succession plan that fits your needs.
Every member of our family is cut from the same cloth. We believe that success is measured in client retention, not sales figures.
When you take care of your clients, they stay with you.
Our Advisors
Fritz Mowery
CEO at Mowery Capital Management
Michael Lee
Founder and Wealth Advisor at Michael Lee Strategy
Jim Davenport, CFP®
Founder & Wealth Advisor at Fortified Wealth Management
Kevin Harwood
Investment Advisor, Compass Financial Management, LLC
Mark Fleming, CFP®
Partner - Director of Financial Planning - Wealth Advisor at Fortified Wealth Management
Nathan Wilson
Certified Tax Specialist™, Certified Estate & Trust Specialist™, Fiduciary Investment Advisor Independence Money
Steve Walstad
President, Independent Investment Advisors, Inc.
Michael Ferrin
Investment Advisor, Compass Financial Management, LLC
The Benefits of Compass
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Succession Insurance:
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5-year payout to heirs if something happens
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Continue working:
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100% ownership of your book until you’re ready to sell
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No more compliance or back-office reporting hassles
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Brand autonomy
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Seamless transition to Compass
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Buyout Cash buyout based on your individual needs
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The elimination of day-to-day hassles
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No more audits
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We’re willing and open to be very flexible based on personal needs or desires
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Locations: Tucson, AZ, Littleton, CO, Oxford, CT, Tampa, FL, Treasure Island, FL, Orange Park, FL, Sarasota, FL, St. Augustine, FL, Lutz, FL, Lebanon, IL, Murray, KY, Bloomington, MN, Clemmons, NC, Conway, NH, Centerport, NY, McMinnville, TN, Allen, TX, Kingsland, TX
Learn More About Joining Compass
Contact us today to explore how you can become part of the Compass team. Let's discuss how we can support your professional growth while you continue to make a meaningful difference in your clients' lives.
Contact Michael Markowski today for an introductory conversation.