Our Clients

We are privileged & proud to work with select individuals, families, business owners, and professionals from New York to DC and Florida to California. The wealth our clients allow us to manage is a direct representation of their hard work, dedication, loyalty, great decisions, and generally lives well lived. It is the highest honor to be able to serve them is this capacity.

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Our Philosophy

Communication = Confidence. Successful families and businesses commit great focus and energy to growing and maintaining their success. To properly serve you we need to have a planning and investment process that incorporates straightforward communication. Whether it’s the first time we meet or we’re updating plans that have been in place for years, clearly communicating our process will help give you the confidence needed to carry out and stick with your stated plans.

Click below to see our easy to understand, step-by-step process.

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Who is Compass?

Compass is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service from our offices in Dover DE, Newark DE and Berlin MD.

Our mission is to be a positive and meaningful force in our clients life journey.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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U.S. Personal Savings Rate

What can be learned from the savings rate?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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