Compass Financial Advisors Background & Overview Overview

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.