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Compass Financial Advisors Overview

Type

Multi Family Office

General Information

Compass Financial Advisors is a multi-family office headquartered in Chesterton. The firm provides comprehensive wealth management and advisory services to high-net-worth families, focusing on investment strategy, estate planning, and intergenerational wealth transfer. With a team-oriented approach, Compass Financial Advisors works closely with clients to address complex financial needs—supports families in preserving and growing their assets across generations while maintaining confidentiality and a disciplined investment process.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Chesterton, United States

Portfolio & Notable Allocations


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